Operations Executive - Client Relations
Job Description
What will you be doing?
We're seeking a talented individual to join our Operations team in Liverpool. You will work closely 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.
We're looking for 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
What will you be doing?
We're seeking a talented individual to join our Operations team in Liverpool. You will work closely 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.
We're looking for 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
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