Our client is seeking a Team Leader to manage a fast-paced and multi-functional team within Client Services. This is a full-time position focused on overseeing client administration and communication while delivering outstanding customer service. The role involves leading the team to ensure efficient processing, proactive client relationship management, and maintaining key business relationships in line with organisational objectives.
Job Duties:
- Create and maintain an inspiring team environment that supports open communication and a collaborative culture
- Act as a role model within Client Services, demonstrating best practices and high professional standards
- Set clear team and individual goals that align with wider business objectives
- Delegate tasks effectively and establish realistic deadlines to ensure smooth workflow and productivity
- Oversee the day-to-day operations of the team to ensure operational efficiency
- Provide guidance, support and mentoring to team members, including onboarding and ongoing development
- Identify training needs and implement tailored programmes to build team skills in areas such as customer care and AML compliance
- Ensure compliance with all applicable laws, industry regulations and internal policies
- Apply knowledge of AML regulations to operate effective client due diligence procedures
- Conduct risk assessments on new and existing clients, focusing on the prevention of money laundering and fraud
- Analyse customer information and transaction patterns to make informed decisions on risk
- Oversee KYC processes and ensure the accuracy and completeness of all client documentation
- Work closely with Compliance, Legal and Risk teams to address regulatory issues and improve internal processes
- Promote a culture of continuous improvement and knowledge sharing
- Monitor team performance against key metrics, driving transparency and accountability
- Address team issues promptly and constructively, supporting a positive working environment
- Develop and maintain high standards of customer service within the team
- Support the delivery of key change programmes and manage ongoing quality control initiatives
- Contribute to risk management structures and ensure best practice in local risk ownership
Job Requirements:
- Minimum two years’ experience in leading a team to achieve operational and business goals
- Strong knowledge of AML regulations including KYC, Customer Due Diligence, and Enhanced Due Diligence
- Proven experience in AML compliance within a financial institution or regulated industry
- Effective leadership skills with the ability to motivate and engage others
- Strong time management and problem-solving capabilities
- Ability to manage and prioritise personal and team workloads in a fast-paced environment
- Able to make sound decisions within the scope of the role
- Demonstrated customer-focused, professional, and positive approach
- Previous experience within the life assurance sector (desirable)
- Experience handling external calls with clients and stakeholders
- Competent in Microsoft Word, Outlook, SharePoint and Excel
What You’ll Love:
Our client offers the opportunity to lead a dynamic team that plays a key role in delivering exceptional customer service within the life assurance sector. You will be part of a collaborative and forward-thinking environment where your leadership will directly impact client satisfaction and operational success. This role is well suited for someone who thrives on responsibility, values quality service, and enjoys developing others.
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