Skip to main content

This job has expired

Fiduciary Team Manager

Employer
Relocruitment
Location
Colchester, Essex, United Kingdom
Salary
Competitive Salary
Closing date
Apr 28, 2021

View more

Job Role
Manager
Sector
Finance
Contract Type
Permanent
Hours
Full Time
RELOcruitment has the pleasure of assisting the recruitment needs of a specialist professional services and technology firm, which works in partnership with leading insurance, highly regulated and global businesses to manage risk, operate their core business processes, transform and grow. Our multi-national blue chip entity has a global team of more than 3,700 professionals which operate across the UK, Ireland, the US, Canada & Bermuda.

They now have an immediate opening for a Fiduciary Team Manager to join their busy and successful department.

The company promote a great work life balance, this role will be a mix of home and office based to assist that balance. You will be required to work in Colchester a couple of days per week so will need to be commutable to this location.

Job Purpose:

To lead a team responsible for dealing with specific client and / or market accounts and to undertake premium, claims and project management duties necessary to ensure an efficient and effective service is provided and required service levels are met or exceeded. To include organising and monitoring of all credit control and accounting responsibilities and maximising revenue opportunities from both existing and new clients. Ensure that all compliance standards are adhered to and business performance objectives are met.

Accountabilities:

ØOversee all client and / or market accounts specific to the team.

ØAssist senior managers to service client accounts effectively and efficiently.

ØEstablish and maintain strong relationships with clients, markets and colleagues and deliver client satisfaction.

ØDevelop and maintain specific industry sector skills required to enhance and support client relationships.

ØParticipate in outsourced activity at the office of the customer, where reasonable.

ØPromote coordinated client service efforts with colleagues and teams.

ØWork cooperatively with management and peers to identify areas for service improvement and implement plans to improve efficiency through workflow adjustments and procedural change.

ØActively seek feedback from all functional areas to evaluate team performance and make adjustments where necessary to improve service.

ØAct in a professional manner and be seen as a role model.

ØManage goal setting for colleagues. Evaluate and manage performance of those individuals in your direct supervision, including salary reviews and promotions, and address any performance or absence issues as appropriate. Provide colleagues with regular effective and constructive performance feedback.

ØDevelop the team through training, education and coaching (including regular 1-2-1s)

ØTake on role of Account Coordinator to achieve and exceed client service standards and maximise revenue opportunities. Role to include arranging and attending client and virtual team meetings.

ØProvide support and direction to colleagues in resolving existing and potential internal or external queries.

ØManage resource effectively to ensure team meets departmental Key Performance Indicators and Service Standards.

ØEvaluate various activity and exception reports and provide senior managers with regular performance updates.

ØParticipate in the recruitment process to ensure the team achieves and maintains its budget headcount.

ØParticipate in meetings and activities to share ideas, knowledge and experience. Make a positive contribution to enhancing the services provided and improving colleague capability.

ØTake responsibility for development of own knowledge, skills and competencies in line with agreed personal development plan.

ØParticipate in and / or support specific projects.

ØSupport departmental activities to comply with FCA and other industry regulatory requirements, incuding Client money and CWB's.

Skills / Knowledge / Abilities:

ØSupervisory skills, including communication, delegation, motivating and providing effective performance feedback. The ability to work with senior management to foster an effective work culture.

ØAbility to coach and train people.

ØExcellent knowledge of business trends and proven knowledge of business principles and trends.

ØExcellent verbal and written skills including negotiating with clients, markets and colleagues.

ØAbility to prioritise work, and monitor and control a flow of data.

ØStrong numerical and analytical skills to identify and resolve problems.

ØExcellent interpersonal skills and ability to work cooperatively across functions.

ØGood IT skills and knowledge of mainframe systems including Excel, Word and, where appropriate, Document Management Systems.

ØAbility to find creative solutions to support the business.


Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert