Team Leader - Client Support

Our client is looking for a Team Leader to guide a busy Client Support team, ensuring exceptional service standards across pension and trust administration. This position will suit someone who thrives on operational oversight, team coaching and delivering high-quality client servicing in a fast-paced environment.

• Delivering services to agreed standards and ensuring strong client satisfaction.
• Handling client enquiries, instructions and transactions accurately and promptly.
• Monitoring team workloads and driving case progression within required time frames.
• Reviewing aged cases, validating outstanding actions and escalating where needed.
• Signing off operational items within delegated authority.
• Monitoring inward funds and resolving banking queries.
• Maintaining accurate records across business systems (Salesforce, Acumen, Accountability).
• Producing workflow and performance reports.
• Leading, coaching and mentoring team members.
• Managing training needs, performance discussions and resourcing gaps.
• Running daily team meetings and representing the team in leadership meetings.
• Identifying process improvements and conducting quality reviews.
• Managing complaints, errors and omissions appropriately.
• Working collaboratively with distribution partners and service providers.
• Supporting escalated or complex cases and covering inboxes when required.

The ideal candidate will bring at least 3 years' experience in pensions or trust administration, with strong leadership capability, excellent communication skills and a high level of accuracy. They will be organised, proactive and confident managing workloads, with solid stakeholder management skills. A willingness to work toward a relevant qualification such as STEP, PMI or ICSA is desirable.

For a full job description or further information on this role please call 711188 , or email  .
If you wish to apply for this role, please submit your CV via the Apply Now button below.