Customer Services Team Leader (Financial Services)

Customer Services Team Leader (Financial Services)

Calling go-getters, can-doers and pace setters!   If you’re currently a financial services Team Leader or Supervisor, or a natural born leader looking to develop your management career, we may have just the role for you.

We now have a fantastic opportunity for positive, outgoing and enthusiastic individuals to become a Team Leader in our Client Services Department.  As a Team Leader, you will work alongside the Client Services Manager, leading a team of 8-10 people, ensuring that our customers receive a first class service from AJ Bell.

Key responsibilities:

• Supervising team workflow, allocating resources and co-ordinating the workload
• Actively coaching, mentoring and developing your team, providing regular feedback through 1-2-1s and performance reviews
• Being the first point of contact for service issues or complaints
• Maintaining work records and providing regular reports to management
• Answering client/adviser queries and completing customer administration as required
• Ensuring the team’s output meets compliance and regulatory requirements

Key experience, knowledge and skills needed for this role:

• Proven experience and strong knowledge of investment platforms (SIPP, ISA, JISA, funds and shares) in UK financial services
• Current or previous experience of leading a team preferred, but not essential
• Excellent customer service skills
• Drive, energy and a positive “can do” attitude
• Confident dealing with a broad range of people including staff and customers
• Strong communication skills, both written and verbal
• Effective planning, organisation and time management skills
• Good IT skills, including Word, Excel and Outlook
• Minimum 5 GCSEs grades A-C (or equivalent), including Maths and English
• Industry qualifications (e.g. CISI Investment Operations Certificate) are desirable but not a deal-breaker for us.  Your investment platform work experience is key to this role.

In return, we will offer you:

• Competitive salary and benefits package, including discretionary bonus
• Initial training and support programme to help you learn the AJ Bell business and your Team Leader role
• Ongoing opportunities for growth and career development, including paid study support and a variety of in-house courses and programmes
• A great place to work at Exchange Quay in our award-winning offices, which includes a free gym, roof terrace and social/breakout spaces for all employees to use
• Regular social events and volunteering opportunities