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!