Team Leader Customer Support
Role Overview
Lead the company’s investment client-servicing function and serve as the single point of contact for related servicing matters.
Deliver timely, consistent and compliant client support while coordinating case resolution across relevant teams.
Key Skills for This Role
Full Job Posting
Role purpose
Lead the company’s investment client-servicing function and serve as the single point of contact for related servicing matters.
Deliver timely, consistent and compliant client support while coordinating case resolution across relevant teams.
Service leadership and coordination
- Lead daily servicing and allocate work according to priority, complexity, service levels and capacity.
- Own complex and escalated cases through closure and coordinate with the Contact Centre, Digital, Operations and IT Service Management.
- Manage, coach and develop Customer Service Specialists through performance objectives, quality reviews, training and cross-skilling.
- Maintain escalation routes and service standards; represent servicing in governance forums, incident calls and release-readiness reviews.
Controls, readiness and improvement
- Maintain complete records and audit trails for client interactions, instructions, consent, hand-offs, approvals, escalations and resolutions.
- Oversee complaints, incidents and control escalations; refer customer-protection, conduct, fraud, financial-crime, security, privacy and operational-risk concerns to the appropriate owners.
- Support approved onboarding follow-up, account activation and client education without giving investment advice or making performance representations.
- Maintain servicing procedures and support UAT, trading testing, release readiness, scripts, FAQs and escalation arrangements.
- Monitor servicing KPIs and use service data, feedback, complaints and root-cause analysis to recommend improvements.
Experience and qualifications
- Bachelor’s degree in business, finance, banking, economics or a related discipline, or equivalent relevant professional experience.
- At least 3 years of relevant regulated financial-services experience, including at least 2 years in a team-lead capacity.
- Experience leading a client-service or operations team and managing escalated client cases.
- Working knowledge of investment products, onboarding, transactions, settlement, custody, corporate actions and digital servicing.
- Strong understanding of customer protection, complaints, operational risk, data privacy, financial-crime controls and audit requirements.
- Experience with CRM or case-management tools, dashboards, incident management, UAT and process documentation.
- Written and spoken English is required; Arabic is preferred. Relevant professional qualifications are preferred but not mandatory.
Workplace
- The role is based in the client’s Dubai office.
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