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Operations & Client Services Team Lead

This role seeks a qualified finance professional to lead the daily operations and client services, ensuring activities are executed accurately and efficiently in accordance with established service standards. The individual will provide strong leadership, direction, and support to the team, fostering a culture of accountability, collaboration, and high performance. Responsibilities include overseeing client servicing, transaction processing, and operational controls to ensure compliance with regulatory and internal procedures. The role involves monitoring workflow and quality outcomes, identifying trends, resolving issues, and driving continuous improvement initiatives. Furthermore, the successful candidate will act as a key escalation point for complex operational and risk matters. The ideal applicant will bring proven experience within financial services, strong leadership qualities, and a proactive, results-oriented approach, capable of coaching and managing team workloads while delivering high-quality service in a dynamic environment.

Job Duties:

  • Provide effective leadership, direction, and support to the team, promoting accountability, collaboration, and a high-performance culture.
  • Oversee client servicing, transaction processing, and operational controls to ensure compliance with internal procedures and regulatory requirements.
  • Monitor workflow, quality, and service outcomes, identifying trends, resolving issues, and implementing improvements to enhance team performance.
  • Act as a key point of escalation for complex operational, servicing, and risk matters, ensuring issues are managed appropriately and escalated when necessary.
  • Build strong relationships with customers, intermediaries, and internal stakeholders, ensuring clear communication and consistently high service standards.
  • Support wider business objectives by contributing to change initiatives, process improvements, and additional duties aligned with the role.

Job Requirements:

  • Proven experience within the finance industry, with strong operational and client servicing knowledge.
  • Previous experience in a supervisory, senior, or team leadership role would be advantageous.
  • Strong team management capability, with the ability to motivate, support, and develop others.
  • Excellent attention to detail, with a consistent track record of high-quality and accurate delivery.
  • Strong organisational, planning, and prioritisation skills, with the ability to manage team workloads effectively.
  • Resilient and results-focused, capable of performing under pressure and meeting demanding deadlines.
  • Demonstrates a continuous improvement mindset, with a focus on enhancing processes and service delivery.
  • Build credible and effective relationships across teams and functions.
  • Clear and effective communicator, with strong analytical, problem-solving, and decision-making skills.
  • Able to coach others, provide constructive feedback, and drive high standards of performance.
  • Professional and client-focused, committed to delivering high-quality service and adding value.
  • Adaptable and open to change, with the ability to lead others through evolving business and operational requirements.

What You’ll Love:

This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here