Operations Executive Client Relations
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Job Location:
Monthly Salary:
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
What will you be doing
Were seeking a talented individual to join our Operations team in Liverpool. The position requires close co-operation with all of the Online Investment Services team members as well as interaction with all other operational areas across the entire business and stakeholder departments to deliver a high quality end- client service for the Bestinvest Direct project.
There is a necessity to deliver high performing quality services that ensures consumer outcomes are core to delivery against key performance indicators business goals and objectives. Working collaboratively with peers to drive consistency and cultural alignment with the brand. The role requires someone who is commercially aware & strategic in operational approach with great planning organisational and communication skills and an excellent communicator who can adapt to deliver first-class service to our clients.
As an Operations Executive - Client Relations your responsibilities will include among others:
- Investigate & respond to any incoming queries via telephone and email
- Ensure all Operational deliverables are actioned on time in accordance with service level agreements agreed quality standards regulatory & company requirements
- Adhere to all HMRC and FCA regulations including CASS & COBS rules and all Company policies and procedures
- Understand the client on-boarding process and enrichment of client accounts
- Process transfer requests on the custody platform and maintain accurate client data on all platforms
- Closure/archiving of records on XPLAN
Qualifications :
Skills and Experience
To be successful in this role you should:
- Call handling and customer service experience is advantageous
- Strong interpersonal skills are essential with the ability to communicate well both written and verbally to senior audiences
- Demonstrable interest in financial services
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel
- Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail
- Ability to organise workloads effectively and meet tight deadlines with a flexible approach to team priorities
Desired:
- Experience gained within a financial services institution especially in Operations is advantageous but not essential
- For candidates with no relevant experience Scottish Higher / GCSEs (or equivalent) at level C or higher in relevant subject
- Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential
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 dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Special Events
- Blog Posts
- Account Executives
- Fact Sheets
- Press Releases
- Account Management
- Client Relationships
- SEO
- Content Marketing
- Client Meetings
- ROI
- Client Contact
- Client Service
About Company
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trus ... View more
