Senior Client Operations Executive
1 month ago
As a Senior Client Operations Executive, you will play a pivotal role in supporting the Client Operations Team with a wide range of responsibilities, including client onboarding, offboarding, payments, and financial instrument movements, such as, investment and exit schedules. This position requires a strategic mindset, exceptional attention to detail, and a proactive approach to problem-solving.
If you are a proactive, results-oriented individual with a passion for optimising processes and delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.
Key Responsibilities
Transaction Management: Oversee transaction monitoring, reporting, reconciliations, investments and exits to ensure accuracy and compliance with regulatory standards.
Process Optimization: Identify inefficiencies within payment and transaction processes and implement strategic solutions to streamline operations and enhance efficiency.
Procedure Mapping: Develop and maintain comprehensive procedure maps, ensuring they are up-to-date, easily accessible, and aligned with best practices.
Client Onboarding Support: Assist in the onboarding process for new clients, providing guidance and support as needed to ensure a seamless experience.
Regulatory Compliance: Stay abreast of FCA payment regulations and industry developments, ensuring adherence to compliance standards at all times.
Data Analysis: Utilize intermediate Excel skills to perform complex data analysis, generate insights, and make data-driven recommendations for process improvement.
Cross-Functional Collaboration: Collaborate closely with internal teams, including Compliance, Finance, and Sales, to facilitate smooth operations and address client needs effectively.
Any Other Business: Ad hoc and supporting role where required to ensure the smooth running of the whole Client Operations department.
Knowledge and Experience
- Minimum of 2 years of experience in a similar role within the financial services industry.
- In-depth knowledge of FCA payment regulations and compliance requirements.
- Proficiency in Excel, including functions such as VLOOKUPs, IF formulas' and PivotTables.
- Experience with CRM systems, preferably Salesforce.
- Strong analytical skills and the ability to interpret complex datasets to drive decision-making.
- Excellent communication skills, with the ability to articulate complex concepts clearly and concisely.
- Proven track record of process optimization and driving continuous improvement initiatives.
- Ability to work autonomously and collaboratively within a fast-paced, dynamic environment.
- Professional demeanour, with a commitment to upholding the highest standards of ethics and integrity.
Qualities and Competencies
- Proactive and self-motivated
- Creative thinker with the ability to generate new ideas
- Strategic mindset with the ability to see the big picture
- Ability to work under pressure and meet deadlines
- Strong analytical and problem-solving skills
- Ability to adapt to change and work in a fast-paced environment
- Excellent interpersonal skills with the ability to build relationships and influence others
- High level of professionalism and ethical conduct
- Strong commitment to quality and continuous improvement
- Flexibility and willingness to take on additional responsibilities as needed
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