At a Glance
- Tasks: Manage and process operations requests while ensuring high-quality service.
- Company: Join a forward-thinking company focused on innovation and employee empowerment.
- Benefits: Enjoy 28 days' leave, private medical insurance, and a generous pension scheme.
- Other info: Hybrid work model with excellent career growth opportunities.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Strong organisational skills and experience in a fast-paced environment.
The predicted salary is between 25650 - 31350 £ per year.
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: Permanent
- Seniority: Entry Level
About the role
We’re looking for a detail-oriented and proactive Client Transfer Co-Ordinator to join our Partner Finance team. In this role, you’ll provide expert guidance and support on a range of Partner Finance Operations processes, ensuring requests and queries are managed efficiently and to a high standard. Working closely with internal teams and the Partnership, you’ll play a key part in maintaining service quality, improving processes and delivering strong outcomes for stakeholders.
What you’ll be doing:
- Managing and processing a range of Operations requests and queries, ensuring timely and accurate delivery
- Acting as a key point of contact for stakeholders, providing updates and clear communication on progress and next steps
- Supporting Subject Matter Experts with the coordination and execution of transfers and Partnership-related queries
- Prioritising incoming work effectively, ensuring cases are acknowledged and handled within agreed timelines
- Identifying process gaps and contributing to continuous improvement initiatives to enhance quality and efficiency
- Escalating issues appropriately and working within agreed parameters to resolve problems
- Collaborating with colleagues across the team to ensure a consistent and high-quality service
- Supporting the wider Operations function to reduce BAU demand through effective and accurate delivery
Who we’re looking for:
We’re seeking a highly organised and adaptable individual who thrives in a fast-paced environment. You’ll be a confident communicator with strong problem-solving skills, able to manage competing priorities while maintaining attention to detail. With a collaborative mindset and a commitment to continuous improvement, you’ll be focused on delivering excellent service to both internal and external stakeholders.
Essential skills and experience:
- Experience in a similar coordination or operations role within a fast-paced, task-driven environment
- Strong organisational and prioritisation skills with the ability to manage high volumes of work
- Proficiency in Microsoft Office, including intermediate Excel skills (e.g. VLOOKUPs, pivot tables)
- Excellent communication and interpersonal skills, with the ability to engage effectively at all levels
Desirable skills and experience:
- Exposure to coding or data tools such as SQL or Power BI
- Knowledge or experience within financial services or Partner Finance environments
What's in it for you?
Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond. In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life. Our benefits include:
- 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
- Private Medical Insurance – company-funded cover for you and your immediate family
- Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
- Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
- Protection Benefits – company-funded critical illness cover, income protection, and life assurance
- EV salary sacrifice scheme through Tusker
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.
Client Transfers Co-Ordinator in Cirencester employer: St. James's Place
St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Transfers Co-Ordinator in Cirencester
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at St. James's Place. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like St. James's Place before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Transfers Co-Ordinator in Cirencester
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to St. James's Place:Your cover letter is your chance to shine! Tell us why you want to work at St. James's Place specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at St. James's Place!
How to prepare for a job interview at St. James's Place
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
