Client Services Team Leader
Core
Lead a team of up to 15 Customer Service Representatives to deliver professional, efficient, and compliant service across phone, email, and live chat for a stockbroking business.
Role type
Senior IC Client Services Team Leader
Builds
High-performing customer service teams delivering strong client experiences
Domain
Financial services / Stockbroking
Deliverable
client delivery
Required skills
Team leadership, coaching, performance management, process improvement, compliance management, complex issue resolution, workforce planning
Preferred skills
Experience in stockbroking or regulated financial services, RG146 accreditation
Technologies
None stated
Responsibilities
Manage escalated complaints and financial crime matters, run team meetings, identify process improvement opportunities, provide performance insights, maintain RG146 standards
Seniority
Senior, hands-on IC