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Financial Services Client Services Team Leader

Location: EDINBURGH, MIDLOTHIAN, UNITED KINGDOM Salary: 30,000-40,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: 25 days ago Reference: X3-388326

Our client a well-established International Wealth Management Company is seeking a client services team leader to join the Edinburgh office.

Key Responsibilities
▪ Manage client services inflow and outflow of tasks
▪ Manage company mailboxes
▪ Delegate work to client services team through the company CRM (Xplan)
▪ Manage the team’s workload and ensure tasks are completed within the appropriate timescales
▪ Assist with the management of adviser/client appointments
▪ Assist with the creation and management of processes
▪ Management of case progress, ensuring a smooth handling of transacted business.


Required Skills and Qualifications
▪ 5+ years in financial services admin role (Preferably with an IFA firm)
▪ Working knowledge of financial CRM systems preferably Xplan

For further information, please call Lynn Wilson on 0141 241 4700 or email lynn.wilson@reed.com

 

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