Junior Client Service Associate - Business Operations

Responsible to: Business Operations Manager

The role also involves contributing to business change implementation affecting team deliverables. Due to the nature of this role, you must hold a valid SC licence and have clearance

Main Duties and Responsibilities:

• Process and approve applications in accordance with internal controls and relevant guidelines.
• Facilitate premature repayments, ensuring timely settlement of funds.
• Respond to stakeholder queries promptly.
• Produce reports and statistics for internal and external stakeholders, including Senior Management.
• Advise Senior Management and other stakeholders on policy issues.

• Process requests in line with internal controls and relevant notices.
• Respond to stakeholder queries promptly.
• Produce reports and statistics for internal and external stakeholders, including Senior Management.
• Advise Senior Management and other stakeholders on policy issues.

• Process requests in line with internal controls and service level agreements.
• Analyse daily investment activity to ensure target balances are maintained.
• Produce reports and statistics for internal and external stakeholders, including Senior Management.
• Inform senior management of any material activity or information.

• Liaise with internal and external stakeholders to meet service requirements, implement process improvements, and monitor issues affecting financial operations.

• Meet regularly with counterparties to gather market intelligence, share information, and maintain effective working relationships.
• Meet annually with investment funds to review service agreements.

• Maintain and update procedures for critical processes.
• Represent the team at internal governance committee meetings.
• Provide business continuity for critical business processes.
• Support the Business Development team in managing specific contracts.
• Seek process improvements, manage operational risk, and implement business change.
• Provide analysis and project management for relevant business changes.

Knowledge, Skills, and Experience:

• Delivery-focused with excellent attention to detail.
• At least one year of client service experience.
• Effective collaboration and communication with various stakeholders.
• The ability to identify areas for process improvement; business change experience is desirable.
• The ability to produce detailed and accurate reports within tight deadlines.
• Intermediate Microsoft Office skills.
• Knowledge of and experience in financial markets is highly desirable.

Qualifications:

• A degree in a relevant field is preferred.
• Due to the nature of this role, you must hold a valid SC Licence
• IOC qualification would be advantageous.

Competencies:

• Seeing the big picture
• Changing and improving
• Making effective decisions
• Leading and communicating
• Collaborating and partnering
• Managing a quality service
• Delivering at pace

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

#4655908 - Matthew Sharman