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- Tasks: Manage client transfer requests and ensure smooth operations.
- Company: Join St. James's Place, a leader in financial services with a focus on innovation.
- Benefits: Enjoy hybrid work, competitive pay, bonuses, and 28 days leave plus bank holidays.
- Why this job: Be part of a dynamic team that values your input and fosters growth.
- Qualifications: Experience with Microsoft Office, strong communication skills, and attention to detail required.
- Other info: Open to applicants from all backgrounds; transferable skills are valued.
The predicted salary is between 28800 - 43200 £ per year.
Operations Co-Ordinator (Client Transfers)
Join to apply for the Operations Co-Ordinator (Client Transfers) role at St. James’s Place
Operations Co-Ordinator (Client Transfers)
5 days ago Be among the first 25 applicants
Join to apply for the Operations Co-Ordinator (Client Transfers) role at St. James’s Place
Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform – because we believe in the difference our work makes.
At a glance:
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: 5 month Fixed-Term Contract
Seniority: Entry Level
To provide expert advice and guidance to the FMT & Partnership on all aspects of Partner Finance Operations processes and any related matters. Supporting the Operations Team Leader in assessing and processing requests received and ensuring cases are appropriately prioritised and they’re acknowledged.
What you\’ll be doing:
- To be accountable for the autonomous processing of a range of Operations requests and queries, varying in complexity and ensure that all parties are fully aware of next steps and progress.
- To support the operations SME’s (Subject Matter Expert) with the co-ordination of processes by executing Transfers and Partnership queries to meet time scales required.
- To adopt a ‘continuous improvements’ mindset, ensuring that any identified processes gaps result in an enhanced quality control framework and, where applicable, appropriate training actions.
Essential Criteria
- Experienced in using Microsoft Office package, intermediate level in Excel (e.g. VLookUp, CountIf formulas, pivot tables).
- Experienced in a similar Co-Ordinator role or similar working environment, used to high volume task orientated roles
- Strong communication skills; written and verbal.
- Strong attention to detail
Desirable Criteria
- Salesforce experience
- Previous exposure to coding (e.g., SQL and Power BI) is an advantage.
What\’s in it for you?
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non-contributory pension (increasing with length of service)
Reasonable Adjustments We\’re an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.
What\’s next?
If you\’re excited about this role and believe you have the skills and experience we\’re looking for, we\’d love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch.
As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
Seniority level
-
Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Management and Manufacturing
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Operations Co-Ordinator (Client Transfers) employer: St. James’s Place
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Co-Ordinator (Client Transfers)
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Operations Co-Ordinator role. Understanding the nuances of processing operations requests and queries will help you articulate your relevant experience during discussions.
✨Tip Number 2
Brush up on your Microsoft Excel skills, especially VLookUp, CountIf formulas, and pivot tables. Being able to demonstrate your proficiency in these areas can set you apart from other candidates.
✨Tip Number 3
Research St. James's Place and their approach to continuous improvement. Showing that you understand their commitment to enhancing processes can help you connect with the company's values during your interactions.
✨Tip Number 4
Network with current or former employees of St. James's Place. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage in your conversations.
We think you need these skills to ace Operations Co-Ordinator (Client Transfers)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in co-ordination roles or similar environments. Emphasise your skills in Microsoft Office, particularly Excel, and any experience with Salesforce or coding.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and attention to detail. Mention specific examples of how you've successfully managed operations requests or improved processes in previous roles.
Highlight Relevant Skills: In your application, clearly outline your strong communication skills, both written and verbal. Also, mention your ability to work autonomously and manage high volumes of tasks effectively.
Research the Company: Familiarise yourself with St. James's Place and their values. Understanding their commitment to continuous improvement and employee engagement can help you align your application with their culture.
How to prepare for a job interview at St. James’s Place
✨Know Your Role
Familiarise yourself with the specifics of the Operations Co-Ordinator role, especially regarding client transfers. Understand the key responsibilities and how they align with the company's goals, as this will help you articulate your fit for the position.
✨Showcase Your Skills
Be prepared to discuss your experience with Microsoft Office, particularly Excel. Highlight any relevant projects where you've used VLookUp, pivot tables, or other advanced functions, as these skills are essential for the role.
✨Demonstrate Attention to Detail
Since the role requires strong attention to detail, prepare examples from your past work where your meticulousness made a difference. This could be in managing data, processing requests, or ensuring quality control.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to continuous improvement and technology investment. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
