Client Operations Executive - Temp to Perm

Posted 4 April by Career Legal Easy Apply

Our client is a leading international asset management firm that is looking to bring on board a Client Operations Executive to ensure the on boarding of corporate customers in accordance with department procedures. The successful candidate will manage and process incoming account requests and static data changes.

Processes

  • Create and maintain customer records in Treasury’s Customer Data Management system
  • Complete due diligence on new and existing customers in accordance with the department’s onboarding procedure
  • Process ongoing account requests ensuring that customer instructions are acted upon efficiently and work is completed to Treasury-agreed standards
  • Execute customer maturity instructions upon expiration of a fixed deposit term
  • Represent the department when required in user testing changes to applications and systems, communicating results accordingly
  • Develop an understanding of how Front Office, Back Office and Customer Operations interact, building cross-departmental relationships

Customer

  • Maintain a customer-focused mindset ensuring that any correspondence is clear and accurate, and instructions are responded to within agreed SLAs
  • Champion the customer always and provide excellent service

Conduct, Risk and Compliance

  • Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required
  • Escalate issues and process gaps where identified to the line manager, while developing a knowledge of the risks posed by both the operational environment and the conduct of the bank
  • Complete all online regulatory training when required by the business
  • Behave at all times in line with Treasury ‘Vision and Values’

Essential:

  • GCSE (or equivalent) Maths & English at Grade C or above
  • A level qualification or equivalent

Reference: 34825067

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job