Senior Client Operations Executive

Job DescriptionAs a Senior Client Operations Executive, you will play a pivotal role in supporting the Client Operations Team with a wide range of responsibilities, including client onboarding, offboarding, payments, and financial instrument movements, such as, investment and exit schedules. This position requires a strategic mindset, exceptional attention to detail, and a proactive approach to problem-solving.If you are a proactive, results-oriented individual with a passion for optimising processes and delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.Key ResponsibilitiesTransaction Management: Oversee transaction monitoring, reporting, reconciliations, investments and exits to ensure accuracy and compliance with regulatory standards.Process Optimization: Identify inefficiencies within payment and transaction processes and implement strategic solutions to streamline operations and enhance efficiency.Procedure Mapping: Develop and maintain comprehensive procedure maps, ensuring they are up-to-date, easily accessible, and aligned with best practices.Client Onboarding Support: Assist in the onboarding process for new clients, providing guidance and support as needed to ensure a seamless experience.Regulatory Compliance: Stay abreast of FCA payment regulations and industry developments, ensuring adherence to compliance standards at all times.Data Analysis: Utilize intermediate Excel skills to perform complex data analysis, generate insights, and make data-driven recommendations for process improvement.Cross-Functional Collaboration: Collaborate closely with internal teams, including Compliance, Finance, and Sales, to facilitate smooth operations and address client needs effectively.Any Other Business: Ad hoc and supporting role where required to ensure the smooth running of the whole Client Operations department. Knowledge and ExperienceMinimum of 2 years of experience in a similar role within the financial services industry.In-depth knowledge of FCA payment regulations and compliance requirements.Proficiency in Excel, including functions such as VLOOKUPs, IF formulas' and PivotTables.Experience with CRM systems, preferably Salesforce.Strong analytical skills and the ability to interpret complex datasets to drive decision-making.Excellent communication skills, with the ability to articulate complex concepts clearly and concisely.Proven track record of process optimization and driving continuous improvement initiatives.Ability to work autonomously and collaboratively within a fast-paced, dynamic environment.Professional demeanour, with a commitment to upholding the highest standards of ethics and integrity.Qualities and CompetenciesProactive and self-motivatedCreative thinker with the ability to generate new ideasStrategic mindset with the ability to see the big pictureAbility to work under pressure and meet deadlinesStrong analytical and problem-solving skillsAbility to adapt to change and work in a fast-paced environmentExcellent interpersonal skills with the ability to build relationships and influence othersHigh level of professionalism and ethical conductStrong commitment to quality and continuous improvementFlexibility and willingness to take on additional responsibilities as needed
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