Assistant Team Manager: Client Services & Ops Leader

Quilter; Southampton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prominent wealth management firm in Southampton is seeking a full-time role within Adviser & Client Services. The candidate will support the Team Manager in leading the team, process customer requests efficiently, and drive continuous improvements. Ideal candidates will have experience in managing operational processes and be adept at coaching others. The role offers core benefits, including 26 days holiday, a pension scheme, and private medical insurance.

Benefits

26 days holiday

Incentive scheme

Non-contributory pension scheme

Private medical insurance

Life assurance

Income protection

Qualifications

• Experience managing people in operational areas is required.
• Proven experience within Life, Pensions, or Investment industry is an asset.
• Demonstrated ability to coach others and drive continuous improvement.

Responsibilities

• Act as a deputy to the Team Manager for leadership duties.
• Process customer requests while maintaining high quality standards.
• Drive service and process improvements to enhance customer experience.

Skills

Organizational skills

Coaching others

Data analysis

Education

CF1 and/or FA2 CII Qualification

Tools

MS Office (especially Excel)

Operational management tools (QCD Boards)

Job description

A prominent wealth management firm in Southampton is seeking a full-time role within Adviser & Client Services. The candidate will support the Team Manager in leading the team, process customer requests efficiently, and drive continuous improvements. Ideal candidates will have experience in managing operational processes and be adept at coaching others. The role offers core benefits, including 26 days holiday, a pension scheme, and private medical insurance.