An exciting opportunity has arisen for a Client Operations Manager working for a reputable independent, owner managed fiduciary group. 

Principle Responsibilities:

Management of deadlines of data cleansing projects and NavOne system enhancements;

To manage the ongoing data management of the client lifecycle with the use of NavOne;

Building checklists for client facing processes, ensuring correct and accurate data capture;

Oversight of data related projects. Ensuring deadlines are achieved and managing the efficiency of the group;

Assisting IT with data audit requests;

Assisting the group with ad-hoc data requests for internal reporting and regulatory reporting;

Assisting with the National Risk Assessment (NRA) reporting as well as other ad-hoc regulatory data requests;

Assist on drafting up procedures and workflows in relation general client operations;

Investigating end to end processes in the business by analysing time and costs, creating process enhancements to drive internal costs down;

Providing updates to group on client operation projects, giving training where necessary; and

Complete ad-hoc projects, as required.

Competencies

Excellent analytical, interpersonal, oral and written communication skills;

Strong leadership, training and mentoring skills;

Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines;

Professional Qualifications and Minimum Relevant Experience:

Must have minimum 3 years’ experience in operations;

Must have managerial experience;

Must have experience with NavOne; and

Preferably experience with internal project management.

IT Skills

Advanced NavOne;

Advanced Excel;

Competency of Office365 products e.g. Word, Excel, Outlook, Teams, SharePoint; and

Experience of process map writing, workflows would be desirable.

If this is of interest please do get in touch!