Team Leader - Customer Servicing
About the job
The Team Leader â Customer Servicing at Netwealth is a pivotal job that combines leadership and technical expertise to enhance client experiences. This position plays a crucial role in guiding a team through high-volume account maintenance and transfer activities, ensuring timely and compliant outcomes. Collaboration and innovation are at the heart of how the team operates, creating a supportive environment where everyone can thrive.
You'll be responsible for
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Leading and coaching team members
Lead, coach and support team members through regular engagement, feedback and performance management, fostering a positive work environment.đ§
Providing technical guidance
Provide hands-on technical guidance and decision support for complex or escalated administration matters, ensuring high-quality service.đ
Managing daily operations
Manage daily queues, workloads and priorities to meet service levels and customer commitments, balancing efficiency and quality.Key criteria
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Financial services administration experience
Demonstrated experience in financial services administration or operations.View
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Team leadership experience
Experience leading or supporting a team in an operational setting.View
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Knowledge of compliance regulations
Strong understanding of AML/CTF and Superannuation legislation.View
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