Client Services Lead: Operational Excellence & People

Quilter Investors Limited; Southampton; On-site; GBP 50,000 - GBP 70,000; Full time

Job summary

A leading wealth management firm in Southampton is seeking a Lead Role in Adviser & Client Servicing to ensure exceptional customer outcomes and operational excellence. This position involves managing teams, overseeing service levels, and driving continuous improvement initiatives. The ideal candidate will have proven leadership experience in a financial services context, with strong skills in stakeholder management and risk compliance, aiming to transform operations for better customer experiences.

Benefits

182 hours holiday (26 days)

Pension Scheme

Private Medical Insurance

Qualifications

• Proven experience in managing teams and delivering operational excellence.
• Strong leadership, coaching, and development skills.
• Excellent stakeholder management, collaboration, and communication skills.

Responsibilities

• Lead and develop multiple teams, ensuring service excellence.
• Own service levels and KPIs, driving improvements.
• Ensure compliance with regulatory and risk frameworks.

Skills

Leadership

Stakeholder Management

Operational Excellence

Risk Management

Job description

A leading wealth management firm in Southampton is seeking a Lead Role in Adviser & Client Servicing to ensure exceptional customer outcomes and operational excellence. This position involves managing teams, overseeing service levels, and driving continuous improvement initiatives. The ideal candidate will have proven leadership experience in a financial services context, with strong skills in stakeholder management and risk compliance, aiming to transform operations for better customer experiences.