Managed Services Team Lead

Our client is looking to employ a Managed Services Team Lead to join their team. They own the continuous improvement of both client experience and internal efficiency through our  bespoke technology platform, clear processes and enthusiastic team.


  •  Identify and support the productivity and training needs of
  • colleagues and clients within agreed timescales.
  •  Actively encourage a positive culture of continuous improvement
  • through new ideas.
  •  Work collaboratively, approachably and respectfully with your
  • team members and all IDR staff.
  •  Interact with clients, lawyers, investors and administrators
  • effectively and professionally.
  •  Clearly own your functional area in the view of clients and your team members


  •  Confidently perform senior reviews of KYC Profiles in collaboration
  • with the MLRO and senior colleagues.
  •  Ensure that all activity reflects a defined process and is undertaken
  • within its parameters
  •  Present a clear weekly view of Managed KYC team activity and
  • current status
  •  Understand and explain the regulatory basis for Managed KYC as
  • part of regular training
  •  Own the Managed KYC service and act as primary point of contact
  • for all clients and staff
  •  Build and maintain excellent client relationships ensuring smooth
  • delivery of the Managed KYC service
  •  Confidently address questions on the standard and scope of KYC
  • provided to parties on behalf of our clients
  •  Engage in regular communications with service users to ensure successful client outcomes


  •  Maximize the use of technology in all processes in
  • order to control risk and improve efficiency
  •  Navigate efficiently around TIDR in support of your
  • duties
  • Suggest technology improvements in pursuit of efficiency


  •  Deputize for the Managed Services Manager in his/her
  • absence.
  •  Support the measurement and reporting of
  • performance using well considered indicators
  •  Promote and contribute to a positive working
  • environment.
  • Control daily work allocation using the task
  • management system

Candidate Requirements
The successful candidate will:

  •  Efficiently process senior reviews
  •  Understand the importance of teamwork and aid those
  • around you
  •  Be part of a competent and knowledgeable team who meet
  • or exceed clear metrics
  •  Continuously improve systems and processes that are
  • understood by all staff
  • Will also have:
  •  Practical Client Due Diligence- Advanced Certificate – ICA
  •  Leadership & Management – ILM Level 5

About you

We are one, global team who live by our culture and demonstrate

values in everything we do. We hire people who

  •  Proactive, organised, work efficiently and accurately within
  • defined processes
  •  Proactive in suggesting process & system improvements in order
  • to maximize efficiency
  •  Solution-oriented and approachable to all staff
  •  Excellent communicators, self-starting & capable of working with
  • light supervision
  •  Competent & knowledgeable team members who understands
  • both system