Retirement & Savings Client Relationship Team Lead

The Retirement & Savings Client Relationship Team Lead role offers an exciting opportunity for an experienced and customer-focused individual to join the Client Relationship Management team based in Guernsey. The successful candidate will be responsible for leading the delivery of exceptional service to a designated portfolio of Retirement & Savings clients. The position involves building strong relationships with clients, brokers, and internal stakeholders, while prioritising client retention and service excellence. The role requires strong leadership, communication, and problem-solving skills, alongside a passion for team development and process improvement. The candidate should hold experience with insurance, retirement, or savings products and exhibit a proactive and collaborative approach to meet client needs. The role is full-time, based in a premier international financial centre, delivering a unique opportunity to contribute to the organisation's success.

Job Duties:

• Lead the management of the Retirement and Savings client portfolio ensuring high levels of customer service.
• Build and maintain relationships with clients and brokers, responding to queries in a timely manner.
• Process various administration tasks for corporate and individual policies accurately and efficiently.
• Monitor outstanding debts over 45 days, ensuring prompt resolution.
• Encourage the use of online service centres and ensure client documentation is up to date and accurate.
• Develop a customer-centric approach within the team.
• Coordinate and maintain necessary Client Due Diligence (CDD) documentation.
• Ensure adherence to Key Performance Indicators (KPIs) related to debt monitoring and response times for client queries.
• Participate in projects and assist with any system development and testing when required.

Job Requirements:

• Proven experience in a leadership role, particularly in client relationship management.
• Strong background in insurance, retirement, or savings products is preferred.
• Excellent communication and problem-solving skills.
• Flexibility and adaptability to meet client and business needs.
• Proficient in Microsoft Word, Excel, and Outlook.
• Well-organised with the ability to manage time effectively and meet deadlines.
• Commitment to maintaining a positive and ethical work climate conducive to staff motivation and retention.

What You’ll Love:

​​​​​​​This role provides an opportunity to play a key part in delivering outstanding service to clients, enhancing relationships, and improving team processes. The organisational culture promotes professional growth and the chance to contribute significantly in a dynamic and collaborative environment. Staff members are encouraged to develop their skills and knowledge in line with both current and future business needs. The inclusive atmosphere supports personal accountability and motivates individuals to achieve shared objectives. The role is not only fulfilling but offers the chance to make a tangible impact within the organisation.

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