This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
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
Client Transfers Co-Ordinator 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.
