Lead Customer Relations Manager

2 weeks ago


St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Lead Customer Relations Advisor

As a Lead Customer Relations Advisor, you will be responsible for leading a team of Wealth Client Administrators in delivering exceptional service to our clients. Your primary goal will be to provide crucial support to our Financial Planners, ensuring they and their clients receive outstanding service.

Key Responsibilities:
  • Lead a team of Wealth Client Administrators in delivering day-to-day tasks and providing support to Financial Planners.
  • Act as the point of escalation for any issues that may arise and use data to highlight accuracy, performance, and SLAs.
  • Develop and maintain a coaching environment to support team members in their career paths.
Requirements:
  • Experience in a Wealth Management, Financial Planning, or IFA firm.
  • In-depth knowledge of pensions, investments, mortgages, and protection.
  • Excellent leadership and team management skills.
  • Proven ability to build and maintain a high-performing team.
  • Strong attention to detail and commitment to providing excellent ongoing service.

Artemis Recruitment Consultants Ltd is an equal opportunities employer and welcomes applications from all qualified candidates.



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