Investment Operations Coordinator
1 month ago
We are seeking a highly organized and detail-oriented Operations Administrator to join our Client Services team in Bath.
Key Responsibilities:
- Manage incoming ISA transfers, GIA & ISA withdrawals with precision and efficiency
- Provide exceptional customer service through effective communication and problem-solving skills
- Collaborate with colleagues to enhance the customer journey and improve processes
- Contribute to daily huddles and monthly team meetings to drive team success
- Offer constructive feedback to the Operations Manager on process improvements
Requirements:
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team to achieve objectives
- Strong attention to detail and self-motivation
- Energetic and enthusiastic approach to work, with a passion for success
About Flair for Recruitment:
We are a leading recruitment agency dedicated to connecting talented individuals with exciting career opportunities. If you are a motivated and organized individual looking to build a career in Wealth Management, we encourage you to apply for this Operations Administrator role.
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