Senior Client Operations Executive

1 month ago

London, United Kingdom Triple Point Full time

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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