01481 701 616
hello@source.gg
At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
We’re on your journey with you, every step of the way.
Back to ResultsA leading global wealth management specialist is seeking an ambitious Team Leader to join its Guernsey-based Retirement & Savings Client Relationship Management team.
In this role, you will lead daily administrative operations, manage a dedicated client portfolio, and maintain exceptional service delivery.
Responsibilities include maintaining a target client retention rate of over 85%, managing Client Due Diligence (CDD), and ensuring rapid resolution of client queries.
The ideal candidate possesses strong leadership qualities, outstanding communication skills, and expertise in client relationship management within financial services or life insurance. Proficiency in Microsoft Office, strong organisational abilities, and experience handling complex corporate or individual plan administration are essential.
This position offers an exciting opportunity to drive team efficiency, foster client satisfaction, and advance your leadership career within a premier international financial centre.
The Retirement & Savings Client Relationship Team...
We’re working on a standout opportunity for an accomplished Relationship Manager to take the lead on...
This is an excellent opportunity for a motivated and ambitious school leaver to launch their career in...
This is an exciting opportunity for someone with prior administrative experience, ideally within financial...
This role involves the provision of comprehensive administrative...
We are seeking a detail-oriented Client Services Administrator to manage day-to-day retirement product...
