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Client Services Team Leader

Location: Jersey

Salary:

The post holder will be responsible for the delegation, co-ordination and effective running of the Investments team. This includes 13 direct reports and all relevant tasks ensuring all service levels are met.

RESPONSIBILITIES:

  • Supervision, control and development of the team
  • Responsibility for switching, cash management and contribution processing
  • Checking, approving and authorizing all team work with regard to payments, receipts and fund manager/custodian instructions
  • Ensuring that tasks are allocated and managed according to priority
  • Ensure all deadlines are met
  • Overall workflow management within the team
  • Provide regular training, coaching and feedback for all team members
  • First point escalation for senior team members
  • Act as mentor to team members ensuring training plans are implemented for new recruits


SKILLS:

  • High level of accuracy and attention to detail essential
  • Previous experience of managing large teams
  • Previous experience of working within an investment environment
  • Employee benefits/pension experience desirable but not essential
  • Ability and willingness to act on own initiative
  • Good people management skills
  • Ability to work across teams throughout the division, manage delivery expectation and keep the management team appraised of any issues
  • Competent IT skills with good knowledge of Excel