Service Management Executive (12 month FTC)

OVERALL SUMMARY

The Service Management team forms part of the wider Service Delivery Management Team. As the Service Management Executive you will be reporting directly into the Operations Service Management Manager. Service Management will act as the face and voice of the client internally within the Operations Department whilst also being the voice of Operations to the Front Office. You will be responsible for supporting the oversight of the Service Management Framework for Operations and proactively coordinating and communicating the resolution of Operations Service related issues.

RESPONSIBILITIES

• Accept manage and facilitate resolution of Operations Service Management issues raised by Key Stakeholders.
• Co-ordinate the resolution of service issues where it requires multiple teams input and then drive continuous improvements in Service off the back of these cases.
• Provide updates and alerts to stakeholders on known issues planned service changes or other Service Management changes.
• Produce Service Management Dashboards.
• Provide insight and identify training opportunities to Front Line and other teams to improve the engagement with operations.
• Hold regular meetings with Key Stakeholders to discuss Service Management SLAs/KPIs trends and queries.
• Support the definition and delivery of projects into operations that improve the service management outcomes. Consider client service and SLA impact when new projects are implemented.
• Collaboratively work alongside the Operations Risk Event Team to identify/support root cause analysis and remediation of issues incidents and escalation.
• Engage with IT and Front Office Servicing Teams where necessary to support the resolution of service issues (single help desk concept using a single tool to track).
• Support the service owners with their establishment of Service Management standards within Operations driving forward best practice.
• Creating communications to the relevant departments and key stakeholders for business updates enhancements and service related issues.
• Be aligned to the Calendar of Events working with the Front Office to establish best practices and improvements around sensitive times of the year (e.g. tax year-end tax pack schedules reporting schedules ISA season etc.) and provide Stakeholders with timely reminders.
• Ensure that all processes used by the Service Management Team are thoroughly documented consistently audited and regularly improved. Ad hoc project/processes as define by your line manager

The role will require regular interaction with Front Office Operations and other stakeholders.

Regulatory responsibilities Compliance/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role whilst practising effective risk management taking account of outcomes for clients.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Previous experience of operational processes in wealth manager or private client asset management.
• Strong relationship management and stakeholder management skills.
• Able to challenge current processes within the operations area and provide solutions and efficiencies.
• Experience in contributing or holding client service review meetings along with a working knowledge and drive to establish the best practices for Service Management.
• Strong communication skills (written verbal oral informal formal) including the ability to be influential and persuasive with key CBAM stakeholders.
• Team player willing to respond to varied requests.
• Accuracy and attention to detail.
• Ability to work unsupervised at times.

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees please note thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at.