Senior Manager Client Onboarding
Senior Manager Client Onboarding
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Job Description
Job Purpose
To perform oversight of the Managerial duties being undertaken by the Operations Manager associated with your relevant teams/functions. Provide assistance and support to the relevant Head Of and deputise where required. Undertake the relevant duties associated with your business area and carry out all tasks to a high standard ensuring work is completed accurately and on time. Ensure you and your team are adhering to all controls regulatory guidelines and procedures that affect the business area.
Qualifications :
Key Responsibilities
- All team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales (MIR).
- Appropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion.
- Procedures controls and training are reviewed following any risk event to mitigate.
- Provide technical advice to assist in resolving complex issues or queries which arise within the team.
- Support the Head of Department in ensuring that systems processes and controls are in place and are fit for purpose.
- Support the Head of Department in the implementation of group wide projects and initiatives.
Skills Experience & Qualifications
- Significant Operations experience gained within financial services or an outsourced provider. Required
- Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations. Required
- Experience of managing a team and its individual members including delivering effective appraisals performance management etc. Required
- Working knowledge of Microsoft Office packages in particular Word and Excel. Required
Professional Qualifications and Education
- Relevant level 3 FCA recognised professional qualification e.g. CISI Investment Operations Certificate required.
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Fully funded training towards professional qualifications
Cycle to work scheme
Season ticket loan
Eye care support
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
