Financial Services Team Lead
3 weeks ago
**Reporting to Investors**
We are seeking an experienced Manager, Investor Reporting to join our Pershing team in Liverpool. The successful candidate will be responsible for managing an operational team who produce and distribute investor reporting, including CGT and Income Reporting.
The ideal candidate will have experience of managing multi-disciplinary teams, direct experience of dealing with employee relations activities, and strong operational knowledge of reporting to investors within the financial services industry.
The Key Responsibilities of the role include:
- Managing an operational team who produce and distribute investor reporting, including CGT and Income Reporting
- Developing and implementing policies and processes to ensure high-quality service delivery
- Maintaining effective working relationships with third-party vendors
- Recruiting, directing, motivating and developing staff
- Ensuring all client queries are reviewed and resolved in line with expectations
The estimated annual salary for this position is around £65,000-£80,000, depending on experience. We also offer a range of benefits, including flexible working arrangements, access to training and development opportunities, and a comprehensive pension scheme.
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Financial Services Coordinator
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