AJ Bell
Financial Services
CustomerServiceTeamLeader12MonthFixedTermContract
“Customer Service Team Leader - 12 Month Fixed Term Contract at AJ Bell. Skills: Team leadership, Customer service, Financial administration. Oversee Direct Debit instructions. Process cheque payments”
What You'll Achieve.
Meet SLAs; Meet team goals
Industry & Context.
Investigate; Correct; Troubleshoot
What They're Looking For.
Must Have
Financial administration experience, Previous experience leading a team, Excellent customer service skills, High level of planning, High level of organisation, High level of time management, Ability to motivate the team, Proficiency with Microsoft Office, Proficiency with Word, Proficiency with Excel
Nice to Have
Grasping of CASS rules, Ability to spot trends, Ability to drive improvements, Ability to manage resources, Handling FTRs, Handling complaints
What You'll Do.
Oversee Direct Debit instructions
Process cheque payments
Investigate ISA allowances
Update ISA allowances
Correct ISA allowances
Investigate LISA allowances
Update LISA allowances
Correct LISA allowances
Conduct performance reviews
Deliver outstanding service
Keep processes up to date
Align processes with standards
Ensure FCA compliance
Collaborate with other teams
Improve customer experience
Monitor system issues
Escalate system issues
Monitor process issues
Escalate process issues
Assist Contributions Manager
How You'll Work.
Team & Collaboration
Collaborate with other teams
Communication Scope
Communicate updates
Process & Methodology
Planning, Organisation, Time management
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