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Team leader client services job description

Updated March 14, 2024
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Example team leader client services requirements on a job description

Team leader client services requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in team leader client services job postings.
Sample team leader client services requirements
  • Bachelor’s degree in relevant field.
  • Excellent organizational skills.
  • Minimum 5 years of experience in a customer service role.
  • Proficiency in Microsoft Office.
  • Knowledge of customer service software.
Sample required team leader client services soft skills
  • Strong leadership skills.
  • Excellent problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Highly motivated and organized.

Team leader client services job description example 1

Pace Analytical team leader client services job description

Responsible for shipping and receiving, processing and administration of samples, which
involve knowledge on intermediate to complex lab and administration policies, programs
and practices while completing appropriate forms, documents and databases. These roles
can provide a variety of services in the maintaining of information, shipping, receiving,
samples and materials, and related areas.

ESSENTIAL FUNCTIONS:
This class specification lists the major duties and requirements of the job and is not all-inclusive. Incumbent(s) may be expected to perform job-related duties other than those contained in this document and may be required to have specific job-related knowledge and skills.
1. Influences all aspects of performance management including hiring, goal setting, development, evaluating, performance improvement, motivation and recognition. May provides ongoing feedback for performance improvement.
2. Builds an engaging team environment by training and coaching associates while holding them accountable to execute on Standard Operating Procedures (SOPs) and recognizing outstanding team member contributions. Listens to team members’ feedback and resolves issues or conflicts. May lead regular team meetings and communicate essential information to team.
3. Ensures individual work is being prioritized appropriately. Ensures timely client responses; re-routes or redeploys work where necessary.
4. Provides a variety of services using warehouse and lab support knowledge covering multiple areas of sample administration, including receiving, scanning, storage, preparation, shipping and disposal; samples involve more complex administration.
5. Reviews, completes and processes various standard types of logs, documents, databases, and related materials and information.
6. Picks up, transports and delivers samples, documents, materials and other items as needed.
7. Cleans, maintains, and stocks supplies, tools, paperwork, and related items; disposes of materials and samples using well established guidelines and instructions.
8. Determines short-holds and rush samples and prioritizes based project requirements.
9. Provides intermediate to complex support in the application and assistance to staff and management regarding sample, equipment, and shipping/receiving administration policies, programs and practices.
10. Provides various support in researching issues and developing recommendations to resolve project and customer issues.
11. Assists in the review and implementation of sampling, equipment and shipping/receiving administration policies, practices and programs to meet organizational, operations and management needs.
12. Assists with ensuring compliance with applicable laws, rules and regulations; receives guidance and direction or escalates when required.
13. Contributes to the efficiency and effectiveness of the department's service to its customers by offering suggestions and directing or participating as an active member of a work team.
14. Promotes and supports the overall mission of Pace Analytical by demonstrating courteous and cooperative behavior when interacting with customers and staff; acts in a manner that promotes a harmonious and effective workplace environment.

QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
1. Education and Experience:
High school diploma or equivalent AND three (3) years of sample, material, or lab
administration or related experience; OR an equivalent combination of education, training and experience.
2. Required Certificates, Licenses, and Registrations:
Continued employment is contingent upon all required licenses and certificates being maintained in active status without suspension or revocation.
Valid Driver’s License is often required.
Required Knowledge and Skills
1. Required Knowledge:
Intermediate to complex principles, practices and techniques of sample and lab administration. Intermediate to complex principles, practices and techniques of shipping and receiving. Working with the daily administration and oversight of sample programs, policies and procedures. Safe driving principles and practices. Intermediate to complex methods to resolve sample administrative or technical problems, questions and concerns. Ability to learn standard applicable organizational policies and procedures on sample, equipment and shipping/receiving administration. Computer applications and systems related to the work. Principles and practices to serving as an effective project team member. Methods to communicate with staff, coworkers, and customers to ensure safe, effective and appropriate operations. Correct business English, including spelling, grammar and punctuation.
2. Required Skills:
Performing intermediate to complex sample, equipment, and shipping/receiving administration duties in a variety of assigned areas. Providing standard support within varied sampling and shipping/receiving functions. Serving as a team member working with customers and projects. Safely operating a motor vehicle Operating in both a team and individual contributor environment. Interpreting, applying, and explaining organizational policies and procedures. Maintaining databases, forms, documents, and related informati0n. Using initiative and judgment within established department policies and procedures. Using tact, discretion, and prudence in working with those contacted in the course of the work. Performing effective oral presentations to groups and peers and the department. Contributing effectively to the accomplishment of team or work unit goals, objectives, and activities. Establishing and maintaining effective working relationships with a variety of individuals contacted in the course of the work.

PHYSICAL/MENTAL REQUIREMENTS:
The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Mobility to work in a lab and office setting, use standard office and lab equipment and
stamina to sit for extended periods of time; exerting up to 50 pounds of force occasionally
and/or up to 20 pounds of force frequently to lift, carry, push, pull or move objects; vision to
read printed materials and computer screens; and hearing and speech to communicate in
person or over the telephone.

WORKING ENVIRONMENT:
Work is performed in a lab and office setting. Work is subject chemicals, fumes, gasses,
noxious odors, and related items in a lab and samples setting.

Monday- Friday
8:30am-5:30pm
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Team leader client services job description example 2

BNY Mellon team leader client services job description

Job Title: Lead Analyst, Client Service

Who we are:

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand for The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available at www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

What we do:

Issuers of equity and debt securities, financial intermediaries and investors worldwide require innovative and efficient securities services. That's why we provide American and global depositary receipt (DR) programs in partnership with leading companies from 50+ countries. It's also why we are the world's leading corporate trust provider, servicing outstanding debt in countries around the globe.

Team & Role:

Works with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon.

Responsibilities:

Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.

Provides individuals at assigned clients information related to BNY Mellon's products and services representing an array of lines of business and geographies.

Resolves complex or non-routine client issues or inquires, as needed.

Uses in-depth knowledge of client issues and needs to contribute to business development efforts.

Leads and participates in internal activities and initiatives designed to improve the client experience. Helps develop process improvements.

Benefits:

In this role you will gain general knowledge of the financial services industry, and subject matter expertise in Treasury Services products and services. You will build a network of peers within Treasury Services and gain experience working directly with our clients. We're a team seeking an organized and detail-oriented new member who can manage their day independently and is eager to learn and grow.

The successful candidate will demonstrate/possess:

* Bachelor's degree or the equivalent combination of education and experience is required.
* 5-7 years of total work experience preferred.
* Ability to apply advanced problem-solving skills, judgement, and experience to analyze information.
* Use developed communication skills to deliver high quality service to a specialized client base.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

#LI-Hybrid

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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Team leader client services job description example 3

Estes Forwarding Worldwide team leader client services job description

EFW Warehousing is a full-service warehousing network specializing in high-value, completely customizable warehousing solutions. Uniquely integrated with the robust transportation capabilities of Estes Forwarding Worldwide, EFW Warehousing provides customers with over 2.78 million square feet of directly managed warehousing space and access to an extensive warehousing network that serves clients around the world. From the most complex, international supply chain requirements to warehouse overflow and shorter-term, project-related engagements, our decades of experience and an extensive suite of fulfillment and technology services allow our team to craft the right solution with the visibility and connectivity to support it. EFW Warehousing epitomizes contract logistics, expertly crafting comprehensive solutions that merge logistics and supply chain management.
We are proud to offer highly competitive pay and a comprehensive benefits package, including:

+ Paid vacation, sick time, and holidays

+ 401(k) plan with company match

+ Medical, dental, and vision insurance

+ Short- and long-term disability plans

+ Life and accidental death & dismemberment insurance

+ Job referral bonus program

The primary duty of the Team Lead, Client Services is to communicate directly with customers & carriers to coordinate incoming deliveries and outgoing shipments. The Team Lead, Client Services is also responsible for leading all Coordinator, Client Services and assisting supervisors with managing day-to-day activity deliveries and shipments. The Team Lead, Client Services must work in a team environment to accomplish work assignments and delegate work to all Coordinator, Client Services.

+ Oversee a team of Coordinator, Client Services and ensure day-to-day responsibilities are completed correctly and timely.

+ Train new Coordinator, Client Services on job responsibilities.

+ Must be readily available to assist the Coordinator, Client Services team with questions and help with any escalated customer or driver concerns.

+ Engage in solutions-based communication with clients.

+ Interface directly with warehouse team to ensure accurate and timely processing of orders and receipts.

+ Process transactions in Warehouse management system to complete receipts/ shipments/ inventory transfers.

+ Perform cycle counts in the warehouse and investigate any inventory discrepancies.

+ Adhere to Warehousing best practices and standard operating procedures

+ Drive continuous improvement within the organization through collaboration with site managers.

+ Proficient in the warehouse management system WMS.

+ Identify trends, key issues, and successes through data analysis and customer feedback.

+ Recognize opportunities for enhancing and expanding EFW Warehousing client relationships.

+ Respond to client inquiries quickly and efficiently.

+ Provide prompt and professional customer service to new leads and prospects.

+ Proactively engage customers to build rapport and ask for new opportunities.

+ Follow up opportunities to receive feedback and continuously improve process.

+ Act as a liaison between clients, warehouse operations and administration.

+ Coordinate with appropriate operations personnel to source transportation for secured moves.

+ Work with operations personnel to make sure specific client expectations are met.

+ Provide client with proactive notification of deliveries or service issues to ensure continuous communication.

+ Direct drivers to appropriate docks.

+ Handle data entry of orders, receipts, shipments and BOLs.

+ Assist with resolving escalated client issues.

+ Continually develop market and industry knowledge to facilitate success.

+ Look for ways to continuously improve processes.

+ Develop and use collaborative relationships to accomplish work goals.

+ Perform other duties as assigned.

Minimum of a Bachelor's degree (or equivalent) and 2-5 years of experience in Transportation or Warehousing preferred. However, a combination of experience and/or education will be taken into consideration.

+ Intermediate proficiency in Microsoft Office, internet, web-based and job specific software applications.

+ Must have excellent written and oral communication skills.

+ Strong organizational skills and close attention to detail.

+ Ability to work independently and remain self-motivated with minimal direct supervision.

+ Ability to write comprehensive and detailed business correspondence.

+ Ability to work with groups of people such as other departments and communicate known concepts.

+ Ability to solve problems with a variety of concrete variables through semi-standardized solutions that require some ingenuity and analysis.

+ Ability to draw inferences and follow prescribed and detailed procedures to solve moderately complex problems.

+ Must pass a pre-employment drug screen, random drug and/or alcohol tests, and will be subject to a criminal history background check.

+ Must be eligible to work in the United States.

+ At this time, EFW Warehousing will not sponsor a new applicant for employment authorization for this position.

+ EFW Warehousing offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, creates an environment for continuous learning, and embraces the ideas and diversity of others. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, ethnicity, color, creed, religion, national origin, age, disability status, protected veteran status, marital status, sexual orientation, gender identity or expression, or any other legally protected status.

EFW Warehousing is an Equal Opportunity Employer, Minorities/Female/Disabled/Veteran.

ID: 2022-3519

Shift: 1st (Day)

External Company URL: www.efwnow.com

Street: 235 Jimmy Deloach Pkwy
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.