Job Description: Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols. Job Responsibilities: Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate. Help manage clients by carrying out standard activities and providing support to others. Manage customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response. Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching in own area of expertise to enable others to improve performance and fulfill personal potential. Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals. Job Requirements: General Experience 5 or more years sales experience (Essential); Experience in Financial Services Industry (Advantageous) Managerial Experience 3 or more years sales experience in a leadership role (Essential)