Description
A great opportunity as a Team Leader awaits the right candidate.
Specialist Derivatives knowledge is a MUST have as well as previous experience in a client service role.
Please pay attention the requirements needed for this position before applying.
Responsibilities:
Monitor Client overdrafts, investigate and resolve overdrafts
Monitor Option Expires and advise Client
Monitor and resolve Clients Cash breaks for all Derivatives
Investigating and resolve all OTC positional breaks
Manage the daily operation of the Client Service Team
Monthly KPI reporting is completed within agreed deadlines and analysis is completed to identify trends/issues.
Weekly dashboard indicators are reviewed and breakdown/analysis sent to Senior Management on a timely basis.
Client reviews/evaluation
Broker reviews/evaluation
Custodian reviews/evaluation
Broker/Custodian issue log maintenance.
All Client Service Level Agreements are adhered to at all times.
A minimum of "satisfactory" rating is maintained across all Client Scorecard categories.
Passes all internal audits designed to measure compliance with internal critical policies and procedures.
Staff appraisal and performance management.
Mentoring/Development of direct reports.
All staff are appraised on a 6 monthly basis, and Goals & Objectives/PDPs reviewed at regular intervals.
Cover/Cross Training and Succession planning is in place for all roles.
Updating new operating procedures.
Requirements:
Specialist Derivatives knowledge and expertise servicing clients.
High degree of industry understanding, technological developments, regulatory environment and process changes.
Previous experience in a financial services environment, preferably in a client service role.
Proven experience in a Team Leader role.
Proven leadership training
FSA IAQ qualified is preferable.
Excellent attention to detail.
Strong desire for excellence with a conscientious approach.
Problem solving. Proactive nature.
Strong client service ethic.
Risk Aware.
Intermediate knowledge of MS Excel and MS Word.
Leadership Orientation
Minimum education to GCSE level or equivalent - 5 passes (including English and Mathematics - essential. A levels preferred.
Minimum 6-12 months proven management experience in a Client Service Role.
Minimum language skills: English. Preferred languages: English, German, Spanish
Aston Carter Ltd is acting as an Employment Business in relation to this vacancy.