Client Service Team Lead Lead Optimise a High-Performance CRM Team for a Leading SA Asset Manager Cape Town R600K
Client Service Team Lead Lead Optimise a High-Performance CRM Team for a Leading SA Asset Manager Cape Town R600K
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Job Description
Job Description
This is an excellent opportunity for a TEAM LEADER to drive service excellence manage operational efficiencies and lead a highperformance Client Service team within a leading Financial Services firm.
Based in Cape Town this client service team lead position is paying between R500K R600K per annum
THE COMPANY
A specialist technologydriven financial services group providing multimanagement indextracking and administration solutions for both institutional and retail clients. Focused on investment management savings and retirement products they leverage innovation to streamline financial service delivery. With a clientcentric approach they continuously enhance efficiency and transparency in investment processes offering reliable growth solutions for businesses institutions and individuals.
THE ROLE
As the Client Services Team Lead you will manage and develop a highperforming team of Client Relationship Managers (CRMs) ensuring exceptional service delivery and operational efficiencies.
You will drive client satisfaction oversee daily operations and implement service improvements ensuring seamless of client interactions. The role requires strong leadership coaching and process optimisation skills as well as the ability to navigate escalations and risk controls in a dynamic financial services environment.
- Lead & mentor a team of CRMs ensuring service excellence and operational efficiency.
- Monitor & evaluate CRM interactions (calls/emails) to align with service standards.
- Identify training needs implement knowledge assessments and drive team development.
- Enhance operational processes and optimise CRM systems for improved efficiency.
- Manage escalations client satisfaction metrics and performance appraisals.
- Collaborate with Retail Team Leaders to improve overall Retail operations.
- Drive a culture of excellence fostering a highenergy clientfocused team.
REQUIRED SKILLS & EXPERIENCE
35 years experience in Client Servicing with at least 12 months of leadership experience.
Experience in Financial Services preferably within LISP Collective Investment Schemes Retirement Funds or ETFs.
Advanced Excel skills are a plus.
Strong coaching mentoring and leadership capabilities.
A proven ability to resolve escalations and manage team performance.
Resilient confident and strategic able to navigate highpressure situations effectively.
Required Experience:
Manager
Employment Type
Full Time
