Retirement & Savings Client Relationship Team Lead

• Lead and support the Client Relationship team, ensuring a consistently high standard of client service.
• Manage a portfolio of retirement and savings clients, acting as a key point of contact for clients and brokers.
• Build and maintain strong relationships with clients, intermediaries and internal stakeholders.
• Oversee the timely processing of administration requests, ensuring agreed service standards and KPIs are achieved.
• Coordinate and maintain client due diligence documentation and respond to client due diligence requests.
• Monitor outstanding debtor balances and escalate overdue matters where appropriate.
• Review and prepare client documentation, ensuring accuracy and compliance with internal procedures.
• Promote the use of online client services and identify opportunities to enhance the client experience.
• Work collaboratively with colleagues across the wider business to deliver the most appropriate solutions for clients.
• Support projects, system enhancements and process improvements to improve operational efficiency.
• Coach, mentor and motivate team members while fostering a positive and collaborative working environment.

The ideal candidate will have previous experience leading or supervising a client relationship or customer service team, ideally within insurance, retirement, savings or financial services. You'll possess excellent communication, leadership and problem-solving skills, together with the ability to build trusted relationships with clients, brokers and colleagues. A strong customer focus, excellent organisational skills and the ability to manage competing priorities are essential, along with experience of client due diligence processes and a proactive approach to improving service delivery. You'll be a collaborative leader who enjoys developing people, driving continuous improvement and delivering consistently high standards of client service.