Lead Customer Relations Team Manager
5 days ago
Job Summary:
We are seeking an experienced and skilled Team Leader to join our team at Artemis Recruitment Consultants Ltd. As a Team Leader, you will be responsible for leading a team of Wealth Client Administrators and providing crucial support to our Financial Planners.
Key Responsibilities:
- Lead a team of Wealth Client Administrators, providing guidance and support to ensure the delivery of exceptional service to clients.
- Act as the point of escalation for day-to-day tasks and use data to highlight accuracy, performance, and service level agreements.
- Develop and implement strategies to improve team performance and productivity.
- Collaborate with Financial Planners to ensure seamless service delivery to clients.
- Provide coaching and mentoring to team members to support their career development.
- Stay up-to-date with industry trends and best practices in wealth management and financial planning.
Requirements:
- Proven experience in a wealth management or financial planning firm, with a strong understanding of CRM systems.
- Excellent leadership and team management skills, with the ability to motivate and inspire team members.
- Strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues.
- Ability to analyze data and make informed decisions to drive business growth.
- Strong attention to detail and commitment to delivering exceptional service.
What We Offer:
- A competitive salary and benefits package.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
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