Client Solutions Operations Specialist
1 week ago
We are currently working with a company who are looking for Client Solutions Operations Specialists to join their Technical servicing team on a 12 month fixed term contract.
This role has a salary of £25,000-£27,000 working 35 hours per week Monday - Friday 9am to 5pm with a 1-hour lunch.
Customer service is at the heart of this role, balancing customer needs and expectations with managing a diverse and dynamic workload. Each day, you'll handle numerous queries, aiming to resolve them within agreed timeframes to support advisers in achieving optimal outcomes for their clients.
You will be responsible for identifying areas for control improvement, assisting in the design and implementation of these enhancements to better serve clients and protect their funds.
Why Work with Us?
At Greenbean, we offer a comprehensive benefits package designed to support your financial security, work-life balance, and overall wellbeing:
- Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
- Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
- Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.
Your Key Responsibilities:
- Servicing clients, whether that be by applying money, handling queries, processing a transfer or handling pension queries.
- Adapting and supporting across the breadth of the department.
- Sharing your knowledge across the user operations team and wider business.
- Ensuring all user operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journey.
About You:
You should be well organised and someone who takes the time to truly understand people and their needs. You'll have a knack for asking insightful questions to grasp expectations and can react swiftly to solve problems as they arise.
You enjoy mentoring others and take pride in promoting the right behaviours, supporting core values, and personally exemplifying them. You'll set high performance standards, even when pushing the team to excel, fostering an environment where high performance is the norm.
An understanding of the impact of your actions and the ability to manage them in accordance with the risk framework is essential.
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