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Team Leader - Platform Error Corrections

  • Job reference IFDS/TP/17446/9314
  • Job type Full Time
  • Sector Administration and Operations, Funds/Transfer Agency/Asset Management, Life & Pensions/Insurance, Wealth Management/Investment Platforms
  • Location Basildon

The Error Corrections team are part of the DST Wealth Management and Insurance (WMI) business area, currently based in our Head Quarters in Basildon, opposite Pipps Hill.

The team are highly skilled and are the centre of excellence for ensuring we correctly correct any errors. Comprehensive training is provided, along with regular feedback and coaching to support the delivery of an outstanding service to our clients and their customers.

Your role will be to;

  • Engage, coach and develop a team of Associates to confidently and successfully meet and exceed business targets.
  • Greatly enhance our reputation as a truly customer focused Company, by any appropriate means of communication.
  • Maximise business opportunities by building and developing positive Customer/Client relationships

Package

  • Reference salary based on experience and in line with the ACE salary progression scheme
  • 20 Days holiday (increasing by 1 day for every year's service up to a maximum of 25 days)
  • 6% non-contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • flex benefits scheme

Main Responsibilities

  • Monitoring of Associate's work both side by side and remote
  • Coaching & Feedback to Associates (RON, Incident Report)
  • Managing adherence
  • Referral Management
  • Day to day resourcing of the team
  • Support Management Company relationships
  • Actively contribute to team and departmental meetings
  • Knowledge retention - support business volumes when necessary
  • Assist in the planning and implementation of agreed initiatives
  • Review and understand MI - including feedback delivery for Associates out of Adherence
  • Overcoming objections- be first point of contact on escalated cases
  • Be a role model by adhering to DST policies and procedures
  • Take ownership of personal development
  • To ensure own and teams regulatory training is completed within timescales
  • Maximise business opportunities by building and developing positive internal and external relationships
  • Deputise for Team Manager when they are out of the office - completing all controls that TMs are accountable for
  • Support Manager with 1:1 and RTW meetings
  • Gain exposure to HR related conversations and processes, supporting Team Manager with these, as and when they arise
  • Flexibility to support team with processes and work volumes when business needs dictate
  • To carry out any other duties which are within the employee's skills and abilities whenever reasonably instructed

Ideal Candidate

  • Detailed knowledge of, ISA, Unit Trust administration
  • Can demonstrate an understanding of responsibilities within Financial Services industry
  • Awareness of Microsoft office packages
  • Good verbal reasoning and numeric skills
  • Ability to analyse and appraise work to identify potential areas of concern that could lead to risk
NANorth America
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EMEAEurope, The Middle East & Africa
APACAsia-Pacific

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