Financial Services Team Leader

Financial Services Team Leader Job Description Template

Our company is looking for a Financial Services Team Leader to join our team.


  • Translating technical lingo into client-friendly terms;
  • Regular client communication via ticketing system;
  • Have a rudimental knowledge of the trading and investment platform with a view to supporting clients to the best ability;
  • The job holder will have a hands-on approach and deal with incoming work alongside the team;
  • Support clients on-boarding onto the system;
  • Responsible for assisting with recruitment, training and development of team;
  • Oversee all activity undertaken by the Support Team from account openings to customer support;
  • Represent the department at internal/external meetings;
  • Have an understanding of anti-money laundering (AML) issues and ID verification processes;
  • Set objectives and document progress in monthly performance reviews;
  • Manage client electronic signatures via Docu Sign when necessary;
  • Deputise in Manager’s absence and lead the team effectively.


  • Ideally come from a finance related background, with team leader experience;
  • Strong communication skills;
  • Ability to help colleagues out/train where necessary;
  • Ability to work under pressure.