- Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
- Anticipating customer and business needs or risks
- Untangling complex operational problems and developing practical solutions
- Driving the team to consistently achieve daily, weekly and monthly targets
- Onboarding new clients and managing relationships, including collecting personal and financial information, talking to clients and executing recommendations
- Acting as a trusted point of contact for questions relating to operational processes
- Potentially leading a team in the future
- Ensuring compliance with key regulatory requirements
- Acting as a culture ambassador and role model by engaging with colleagues and generating ideas for collaboration
Requirements
- 2+ years of work experience - either financial services or demonstrable transferable skills from a similar industry
- Complete the CII Certificate in Financial Services within 6 months of joining (if you haven’t already)
- A genuine interest in personal finance and motivated to build your knowledge in the fintech space
- A great communicator, able to be patient and empathise with customers and colleagues
- Able to balance professionalism with a sense of fun
- Ability to not just complete tasks but think about how to make them easier and faster
- A quick learner who uses their initiative to solve problems - loves a challenge
- Have strong organisational and time management skills; whilst maintaining attention to detail
- Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences
Core Competencies
Demonstrates strong operational management capabilities, focusing on process improvement, compliance with regulatory requirements, and effective client relationship management. Possesses a keen interest in personal finance and the fintech industry, complemented by excellent communication and problem-solving skills.
Highest-signal resume keywords
- Operational Process Management
- Client Relationship Management
- CII Certificate in Financial Services
- Regulatory Compliance
- Problem-Solving Initiative
ATS Optimization Keywords
Soft Skills
- Great Communicator
- Organisational Skills
- Time Management
- Empathy
- Initiative
Certifications & Qualifications
- CII Certificate in Financial Services
Industry Keywords
- Financial Services
- Fintech
- Operational Processes
- Customer Needs
- Compliance
#J-18808-Ljbffr
Senior Operations Specialist, Financial Advice employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
