Team Leader - Client Support
Job Ref: LF
40720
Our client is looking for a Team Leader to guide a busy Client Support team, ensuring exceptional service standards across pension and trust administration. This position will suit someone who thrives on operational oversight, team coaching and delivering high-quality client servicing in a fast-paced environment.
Location
Duties for this role include, but are not limited to:
- Delivering services to agreed standards and ensuring strong client satisfaction.
- Handling client enquiries, instructions and transactions accurately and promptly.
- Monitoring team workloads and driving case progression within required timeframes.
- Reviewing aged cases, validating outstanding actions and escalating where needed.
- Signing off operational items within delegated authority.
- Monitoring inward funds and resolving banking queries.
- Maintaining accurate records across business systems (Salesforce, Acumen, Accountability).
- Producing workflow and performance reports.
- Leading, coaching and mentoring team members.
- Managing training needs, performance discussions and resourcing gaps.
- Running daily team meetings and representing the team in leadership meetings.
- Identifying process improvements and conducting quality reviews.
- Managing complaints, errors and omissions appropriately.
- Working collaboratively with distribution partners and service providers.
- Supporting escalated or complex cases and covering inboxes when required.
Skills / Qualifications
The ideal candidate will bring at least 3 years' experience in pensions or trust administration, with strong leadership capability, excellent communication skills and a high level of accuracy. They will be organised, proactive and confident managing workloads, with solid stakeholder management skills. A willingness to work toward a relevant qualification such as STEP, PMI or ICSA is desirable.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.