Strategic Financial Operations Specialist

1 week ago


London, Greater London, United Kingdom CBCX GROUP LTD Full time

We are seeking a highly skilled Strategic Financial Operations Specialist to join our team at CBCX GROUP LTD.

Job Summary

This role is responsible for ensuring the accuracy and efficiency of payment processing workflows, providing exceptional customer support, and working closely with the sales team to streamline operational processes.

Key Responsibilities
  • Payment Processing: Ensure accurate and timely payment processing, minimizing errors and delays.
  • Customer Support: Provide prompt support for payment/trading/onboarding-related inquiries and resolve issues efficiently.
  • Sales Support: Collaborate with the sales team to optimize operational aspects of the sales process, including training, onboarding, and resolving operational issues.
  • Data Analysis: Conduct data analysis to generate insights and inform decision-making across various operational functions.
  • CRM and Systems Management: Optimize the use of CRM systems and other operational tools to enhance service delivery and streamline workflows.
  • Automation & Digital Transformation: Identify opportunities to integrate automation technologies and participate in digital transformation initiatives.
  • Financial Operations: Collaborate with finance teams to ensure accuracy in financial data processing, reporting, and reconciliation.
  • Compliance & Risk Management: Assist with ensuring compliance with industry regulations, particularly in relation to brokerage and payment systems.

The ideal candidate will have a strong understanding of financial services operations, excellent communication skills, and the ability to work effectively in a fast-paced environment. We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, as well as opportunities for professional growth and development.

Bachelor's degree in Business Administration, Operations Management, Economics, Finance, or Accounting required. Minimum 1 year of experience in the financial services industry preferred. Fluency in English (written and spoken) essential. Familiarity with CRM platforms and automation technologies a plus.



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