At a Glance
- Tasks: Lead and develop a dynamic team to deliver exceptional client service.
- Company: Join Fidelius, a top financial services company with a commitment to excellence.
- Benefits: Competitive salary, career development, and a supportive work environment.
- Other info: Opportunity for continuous improvement and professional growth in a collaborative setting.
- Why this job: Make a real impact by enhancing client experiences and leading a passionate team.
- Qualifications: Experience in leadership and client service within financial services is essential.
The predicted salary is between 33075 - 40425 £ per year.
Fidelius is a leading financial services company, committed to excellent customer service. We provide a range of solutions for individuals and companies, including wealth management and employee benefits. We work with clients across the UK and have offices in Bath, Cheltenham, Chelmsford, and London.
Lead, manage, coach and develop direct reports so that they know what is expected and are able to maximise their contribution to the business objectives and realise their potential. Ensure each team member performs in line with business needs and delivers using the smartest and most efficient way of working, encouraging and aiding personal learning.
Make full use of MI reports to review and audit team performance and achievement against client service delivery. Ensure an even distribution of workload and manage leave throughout the team ensuring sufficient support levels are in place to maintain required levels of service. Ensure best practice is shared and consistency achieved in operational processes and customer service.
Ensure that all members of the team demonstrate the Company values and behaviours and take a proactive approach in dealing with any issues as they arise. Take a proactive approach to continuous improvement within your team, with a focus on ensuring the client is receiving the highest quality and most efficient service.
Utilise the best methods to determine productivity within your team and assess resourcing requirements, ensuring that the skills and experiences in your team are distributed in the most effective way. Understand the client journey and all client touch points through mapping techniques and make improvements that deliver an excellent client experience.
Take a lead in the delivery of change management throughout your team, providing coaching and support and identifying, sourcing and delivering training where needed. Take a proactive approach to building stakeholder relationships across the business, developing relationships and role model the Company values and behaviours.
Work closely with Group Compliance to ensure FCA guidance is followed and outcomes are fully compliant with FCA regulations. Ensure all change is managed within an appropriate risk management framework (including financial and operational risk) and in accordance with Group levels of authorisation for process changes. Maintain detailed record of all CPD activity.
Qualifications:
- Experience of leading or managing others.
- Experience of working in similar role within Financial Services.
- Experience of delivering client service within agreed SLAs.
- Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint.
- Experience of using Intelliflo Office (iO) back office software (desirable).
- Full FPC or equivalent CF qualifications (desirable).
All your information will be kept confidential according to EEO guidelines.
Client Relationship Team Leader in Bath employer: Korn Ferry Client Opportunities
Fidelius is an exceptional employer that prioritises employee growth and development within a supportive work culture. Located in the vibrant city of Bath, we offer a collaborative environment where HR Administrators can thrive, with opportunities for professional advancement and continuous learning. Our commitment to employee well-being is reflected in our comprehensive benefits package and dedication to maintaining a high-quality service for both employees and clients.
Contact Details:
Korn Ferry Client Opportunities Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Team Leader in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Korn Ferry Client Opportunities. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Team Leader in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Korn Ferry Client Opportunities.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Korn Ferry Client Opportunities's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Korn Ferry Client Opportunities
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Korn Ferry Client Opportunities.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Korn Ferry Client Opportunities will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Korn Ferry Client Opportunities employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
