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Customer Service Team Leader

Haydock

£24,000 – £27,000

Monday – Friday

Join our clients successful Financial Services company as a hands-on Team Leader for their small, in-house Customer Services Team. They are currently seeking a full-time candidate to work from our Head Office in Haydock. As the Team Leader, you will play a pivotal role in providing day-to-day administration, addressing investor and financial adviser queries, and facilitating regular communications.

Responsibilities of a Customer Service Team Leader:

• Lead a small team, providing hands-on guidance and support for day-to-day administrative tasks.
• Act as the primary point of contact for investor and financial adviser inquiries, both over the phone and via email.
• Manage and maintain our back office systems, ensuring accuracy and efficiency in all administrative processes.
• Collaborate with team members to deliver exceptional customer service, resolve issues promptly, and enhance overall customer satisfaction.
• Develop and implement effective communication strategies to keep investors and financial advisers informed of relevant updates and changes.
• Foster positive relationships with investors and financial advisers, building rapport and trust through excellent communication and service delivery.

The successful Customer Service Team Leader will have:

• Excellent telephone manner and strong communication skills, enabling effective interaction with clients.
• Proficiency in Microsoft Office Suite (Excel, Word, and Outlook) to efficiently handle data and correspondence.
• Attention to detail and the ability to work accurately and independently.
• Enthusiasm, a positive attitude, and a desire to grow within the company.
• Strong organizational and prioritization skills, capable of managing multiple tasks with minimal supervision.
• While specific financial services experience is not required, it may be advantageous.

To apply, please submit your resume and a cover letter highlighting your relevant skills and experience to [email protected]. If you do have any questions please contact Harley to find out more.

Job Type: Full-time

Salary: £24,000.00-£27,000.00 per year

Schedule:

• Monday to Friday
• No weekends

Supplemental pay types:

• Yearly bonus

Ability to commute/relocate:

• Haydock: reliably commute or plan to relocate before starting work (required)

Experience:

• Customer Service: 1 year (preferred)

Work Location: In person

Reference ID: 939