Client Services Transfers Lead
Quilter(13 days ago)
About this role
The role involves leading a Transfers team within Adviser & Client Servicing, focusing on delivering exceptional customer outcomes and operational excellence. It includes strategic and tactical responsibilities, staff development, stakeholder collaboration, and ensuring regulatory and risk compliance.
Required Skills
- Leadership
- Team Management
- Operational Excellence
- Stakeholder Management
- Change Management
- Risk Management
- Customer Service
- Process Improvement
- Strategy
- Regulation
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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