Policies
- Recruit and retain productive staff who adapt well to the IDR culture.
- Monitor and maximize the productivity of all Client Services staff.
- Interact with clients, lawyers, investors and administrators effectively and professionally.
- Work with the Operations Leader to identify and support the productivity and training needs of colleagues and, occasionally clients, within agreed timescales
- Maintaining a positive, empathetic and professional attitude towards clients and team members at all times.
- Actively encourage a culture of continuous improvement through new ideas.
- Clearly own the Client Services service line in the view of clients and your team members.
- Own all incoming queries to resolution and closure; tracking those open to ensure client service is maintained.
- Ensure that all Client Services activity reflects a defined process and is undertaken within its parameters.
- Continuously improve the efficiency, control and client and/or Investor experience of the Client Services service line.
- Act as the central point of contact for all procedural questions relating to the Client Services service line.
- Maximize the use of technology in all Client Services processes in order to control risk and improve efficiency.
- Suggest technology improvements in pursuit of efficiency.
- Act as the central point of contact for IDR process maps and guides relating to the Client Services service line.
- Measure and report Client Services staff performances using well considered indicators.
People
Are you ready to make a significant impact in the rapidly evolving fintech landscape? We are a dynamic and scaling fintech business on a mission to revolutionize the way private investment onboarding services are delivered. Our commitment to innovation, excellence, and growth has led us to seek an exceptional Investor Services Team Leader who embodies our core values of Change, Commitment, Challenge, and Connection.
Being part of the #IDRTeam provides a collaborative and inclusive work culture that values innovation, diversity, and the four pillars of Commitment, Connection, Change, and Challenge.
Inspiration
Role core values
- Demonstrate commitment to collaborating with internal stakeholders & peers
- Foster Connection with your team through mentorship and guidance, fostering a collaborative and growth-oriented environment.
- Embrace Change by seeking opportunities to streamline and automate processes, driving efficiency and accuracy.
- Embrace Challenge by flexing conventional approaches to drive improvements, contributing to our commitment to excellence.
- Recruit and retain productive staff who adapt well to the IDR culture.
- Monitor and maximize the productivity of all Client Services staff.
- Interact with clients, lawyers, investors and administrators effectively and professionally.
- Work with the Operations Leader to identify and support the productivity and training needs of colleagues and, occasionally clients, within agreed timescales
- Maintaining a positive, empathetic and professional attitude towards clients and team members at all times.
- Actively encourage a culture of continuous improvement through new ideas.
- Clearly own the Client Services service line in the view of clients and your team members.
- Own all incoming queries to resolution and closure; tracking those open to ensure client service is maintained.
- Ensure that all Client Services activity reflects a defined process and is undertaken within its parameters.
- Continuously improve the efficiency, control and client and/or Investor experience of the Client Services service line.
- Act as the central point of contact for all procedural questions relating to the Client Services service line.
- Maximize the use of technology in all Client Services processes in order to control risk and improve efficiency.
- Suggest technology improvements in pursuit of efficiency.
- Act as the central point of contact for IDR process maps and guides relating to the Client Services service line.
- Measure and report Client Services staff performances using well considered indicators.
Are you ready to make a significant impact in the rapidly evolving fintech landscape? We are a dynamic and scaling fintech business on a mission to revolutionize the way private investment onboarding services are delivered. Our commitment to innovation, excellence, and growth has led us to seek an exceptional Investor Services Team Leader who embodies our core values of Change, Commitment, Challenge, and Connection.
Being part of the #IDRTeam provides a collaborative and inclusive work culture that values innovation, diversity, and the four pillars of Commitment, Connection, Change, and Challenge.
Role core values
- Demonstrate commitment to collaborating with internal stakeholders & peers
- Foster Connection with your team through mentorship and guidance, fostering a collaborative and growth-oriented environment.
- Embrace Change by seeking opportunities to streamline and automate processes, driving efficiency and accuracy.
- Embrace Challenge by flexing conventional approaches to drive improvements, contributing to our commitment to excellence.