Financial Services Team Lead

1 week ago


London, Greater London, United Kingdom Julie Rose Recruitment Full time

Job Summary

We are seeking a highly skilled Financial Services Team Lead to join our client, an established financial services company in Bromley. This is a hybrid role where you will be responsible for coaching and developing a mid-sized team and supporting the Customer Services Manager to provide a high level of customer service support, from initial contact through to the end of the contract terms.

This is a challenging yet rewarding opportunity for a seasoned customer service professional to take their career to the next level. As a key member of the team, you will play a critical role in ensuring that our customers receive exceptional service and support.

Key Responsibilities:

  • Supervise the day-to-day duties of Assistants and Record Keepers in accordance with agreed service levels which include reviewing and distributing documentation to the appropriate teams
  • Dispatch correspondence/documentation to our customers and other Providers
  • Monitor and maintain quality control of the team's work, providing feedback and training as required
  • Continuously improve and automate administration processes, keeping up to date

Requirements:

  • 2 years customer service team lead experience, preferably within a financial services industry
  • Strong verbal and written communication skills
  • Experienced in motivating, coaching and developing a team
  • Good organisational skills and ability to prioritise
  • Knowledge of CRM systems would be advantageous

What We Offer:

  • 25 days holiday
  • Contributory pension and life assurance
  • Yearly bonus
  • A competitive salary range (£32,000 - £40,000)


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