At a Glance
- Tasks: Lead and develop a dynamic team managing client data with precision and care.
- Company: Join a leading financial services firm with a commitment to excellence.
- Benefits: Competitive salary, hybrid work options, and opportunities for professional growth.
- Other info: Be part of a culture that values collaboration, accountability, and continuous improvement.
- Why this job: Make a real impact by ensuring data integrity and enhancing client experiences.
- Qualifications: Experience in team leadership and client onboarding within financial services.
The predicted salary is between 54000 - 66000 £ per year.
- Team Leader - Client Static Data
- 12 Month (FTC)
- London/Hybrid
- Competitive Salary
- Purpose of the Role
The Team Lead, is responsible for leading the Client Static Data team, ensuring the accurate, timely and controlled maintenance of client, adviser and account data across all systems.
The role is accountable for delivering high-quality service, maintaining strong risk and control standards, supporting regulatory compliance and driving continuous improvement.
This role plays a critical part in protecting data integrity, supporting operational efficiency and ensuring an excellent experience for clients, advisers and internal stakeholders throughout the client lifecycle.
Key Responsibilities
- Leadership & People Management
- Lead, motivate and develop the Client Static Data team.
- Set clear objectives and performance expectations.
- Conduct regular one-to-ones, coaching sessions and performance reviews.
- Support recruitment, onboarding and training of new team members.
- Foster a culture of accountability, collaboration and continuous improvement.
- Ensure appropriate resource planning and workload management.
- Operational Oversight
- Oversee daily workflow management and prioritisation of tasks.
- Ensure all client static data updates are processed accurately and within agreed SLAs.
- Act as an escalation point for complex cases and operational issues.
- Monitor team productivity, quality and service delivery.
- Ensure effective management of queues and backlogs.
- Risk, Control & Governance
- Maintain robust operational controls to protect client and business data.
- Ensure compliance with FCA regulations, GDPR and internal policies.
- Review operational errors and incidents, identifying root causes and implementing corrective actions.
- Support internal and external audits.
- Escalate material risks and control issues appropriately.
Skills & Competencies
- Leadership
- Ability to lead, coach and develop teams.
- Strong people management and performance management capability.
- Creates an inclusive and positive team culture.
- Ability to influence and engage stakeholders at all levels.
- Communication
- Excellent verbal and written communication skills.
- Ability to adapt communication style to different audiences.
- Strong stakeholder and relationship management skills.
- Problem Solving
- Strong analytical and investigative skills.
- Ability to identify root causes and implement practical solutions.
- Sound judgement and decision-making capability.
- Knowledge & Experience
Essential
- Previous experience leading or supervising teams within financial services operations.
- Strong experience in Client Onboarding, Client Static Data or Account Administration functions.
- Thorough understanding of the onboarding lifecycle for both Personal and Non-Personal clients, including Trusts, Companies, Partnerships, Pension Schemes and other regulated entity structures.
- Strong working knowledge of KYC, AML, CDD and Enhanced Due Diligence requirements.
- Experience of reviewing and validating complex client structures and supporting documentation.
- Experience managing operational workflows and service level targets.
- Experience handling complex client data and account maintenance activities.
- Strong understanding of risk, governance and regulatory requirements within a regulated financial services environment.
- Demonstrable experience managing stakeholder relationships and operational escalations.
Desirable
- Experience within wealth management, platform administration, pensions or investment operations.
- Knowledge of FCA regulations, consumer duty requirements and industry best practice.
- Experience implementing process improvements and operational change initiatives.
- Experience using workflow management systems and operational reporting tools.
- Experience supporting platform migrations, account conversions or regulatory change projects.
Qualifications
Essential
- GCSEs (or equivalent) including English and Mathematics.
- Evidence of ongoing professional development within financial services operations.
Desirable
- Professional financial services qualification (e. g. CISI Investment Operations Certificate, IOC or equivalent).
- AML, Financial Crime or Compliance-related qualification.
Static Data - Team Leader in London employer: Sterling Williams LTD Careers
Join a leading investment management company in London that values operational excellence and employee growth. With a hybrid working model, competitive salary, and a culture that fosters collaboration and continuous improvement, this role offers you the chance to make a meaningful impact while developing your skills in corporate actions and securities data management. Enjoy the benefits of strong stakeholder relationships and a supportive environment that encourages innovation and efficiency.
Contact Details:
Sterling Williams LTD Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Static Data - Team Leader in London
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We think you need these skills to ace Static Data - Team Leader in London
Some tips for your application 🫡
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How to prepare for a job interview at Sterling Williams LTD Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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✨Connect with Company Goals
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