More jobs:
Client Services Administration Team Leader
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-16
Listing for:
Sanderson
Full Time
position Listed on 2026-01-16
Job specializations:
-
Management
Risk Manager/Analyst
Job Description & How to Apply Below
Client Services Administration Team Leader
Location: BathContract: 12-month FTC
We're looking for a Team Leader to manage a busy Client Services Administration team, ensuring exceptional service delivery to advisers and clients. This role involves overseeing day-to-day operations, meeting SLAs, resolving escalated queries and complaints, and driving process improvements.
Key Responsibilities
- Lead and support the team to deliver accurate, timely administration
- Investigate and resolve complaints, breaches, and escalations
- Ensure compliance with FCA regulations and Treating Customers Fairly principles
- Manage risk and maintain data security standards
- Conduct regular one-to-ones, appraisals, and training plans
- Support recruitment, resource planning, and team development
What We're Looking For
- Minimum 1 year in a supervisory or team lead role
- Excellent organisational and communication skills
- Ability to prioritise and work under pressure
- Proactive approach to problem-solving
Desirable
- Wrap platform experience
- Financial services qualifications (IOC or CII)
- Knowledge of CASS and COBs rules
- Strong knowledge of SIPP, Drawdown, GIA, ISA, and Offshore Bonds
...
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×