About the role

  • Manage a team of Customer Service Representatives for interactive investor, leading customer service excellence and team performance.

Responsibilities

  • Lead and manage a team of Customer Service Representatives to meet performance and efficiency targets.
  • Ensure delivery of a high-quality, omni-channel customer service (inbound, outbound, email, social media).
  • Drive customer satisfaction by resolving issues, focusing on First Point Resolution, and addressing root causes.
  • Build a motivated, high-performing team, fostering a culture of ownership, improvement, and customer-focused behaviour.
  • Collaborate with key business areas to enhance customer and employee experiences.
  • Monitor team performance, provide coaching, and manage resources for optimal efficiency and service delivery.
  • Maintain risk management controls and ensure adherence to compliance policies and procedures.
  • Effective handling of critical incidents, such as system outages, escalated customer complaints, or high call volumes, while maintaining service quality.
  • Lead strategic initiatives and drive continuous improvement in customer service operations.

Requirements

  • Essential:
  • Proven team management experience in a demanding contact centre, preferably in a regulated environment.
  • Strong KPI management, including performance, SLA, productivity, and error monitoring.
  • Technical understanding of online stockbroking for quality monitoring and coaching.
  • Familiarity with customer relationship management (CRM) software (preferably Salesforce).
  • Strong data analysis and reporting skills to drive actionable insights.
  • Ability to quickly adjust priorities to meet SLAs across all customer channels.
  • Effective team leadership, coaching, development, and decision-making skills.
  • Strong relationship-building with team, management, and stakeholders.
  • Knowledge of the Consumer Duty principles, Treating Customers Fairly (TCF) and Anti Money Laundering/KYC regulations.
  • Ability to develop and implementing strategies to minimise potential risks, such as improving processes or addressing common customer complaints proactively.
  • Desirable:
  • Knowledge of ISA and SIPP products.
  • Familiarity with FCA complaint handling processes.
  • **Personal Attributes:**
  • **STRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME**
  • Clear communicator
  • Strong team player
  • Demonstrated passion and drive for delivering the best outcome
  • Moving with speed – delivering faster and better
  • Decisive and takes ownership of outcomes
  • Not afraid to challenge and be open to challenges

Benefits

  • **Group Personal Pension Plan** – 8% employer contribution and 4% employee contribution
  • **Life Assurance** and **Group Income Protection**
  • **Private Medical Insurance** – Provided by Bupa
  • **25 Days Annual Leave**, plus bank holidays
  • **Staff Discounts** on our investment products
  • **Personal & Well-being Fund** – Supporting your physical and mental wellness
  • **Retail Discounts** – Savings at a wide range of high street and online retailers
  • **Voluntary Flexible Benefits** – Tailor your benefits to suit your lifestyle

Job title

Customer Service Team Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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