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Team Leader - Client Services
- To be advised
- Permanent, Full Time
- Closing in 54 days
- Search and Select Recruitment Agency
Our client seeks a team Leader to join their Client Services Team. You will manage a fast-paced, multi-functional team responsible for client administration and communication, aiming to deliver excellent customer service. Proven experience leading a team in a similar environment is essential for this role. Key Responsibilities: Foster an inspiring team environment with open communication and promote a 'one team' ethos across Client Services. Serve as a role model within Client Services, exemplifying best practices and professional behaviour. Set clear team and individual goals, ensuring alignment with organisational objectives. Delegate tasks effectively and set realistic deadlines for the internal team. Oversee the day-to-day operations of the team, ensuring smooth workflow and high productivity. Provide guidance, support, and mentorship to team members, ensuring efficient and effective onboarding processes. Ensure compliance with all applicable laws, regulations, and internal policies. Conduct comprehensive risk assessments on prospective clients to identify potential money laundering, fraud, and other illicit activities. Analyse customer information, transaction patterns, and other relevant data to make informed decisions. Oversee the due diligence process for new and existing clients, including KYC (Know Your Customer) procedures, enhanced due diligence, and ongoing monitoring. Ensure accuracy and completeness of client information and documentation. Liaise with cross-functional teams, including Compliance, Legal, and Group Risk, to address compliance-related issues and streamline processes. Develop the team in all areas of excellent customer service, ensuring high standards are maintained. Key Skills & Experience: 2+ years of proven experience in leading a team to deliver team and business objectives is essential. Experience of AML compliance, preferably in a financial institution or a regulated industry. Strong knowledge of AML regulations, including KYC, CDD and EDD. Effective leadership, with the ability to motivate and engage a team. Competent in Microsoft applications: Including Word, Outlook, SharePoint and Excel. Ability to manage and prioritise own and team workload and be able to make decisions. Previous experience within the Life Assurance industry would be desirable. Have experience of handling external telephone calls with both clients and other stakeholders.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16160
