Job Description
Junior Client Service Associate – Business Operations
Job Title: Junior Client Service Associate – Business OperationsTeam: Business Operations and DevelopmentResponsible to: Business Operations Manager
Job Purpose:
The Business Operations team is responsible for all operational functions and relationship management for counterparties involved in specific financial transactions. Additionally, the team handles the investment requirements of a major financial entity. The role also involves contributing to business change implementation affecting team deliverables. Due to the nature of this role, you must hold a valid SC licence and have clearance
.Main Duties and Responsibilities:
Financial Transactions
* Process and approve applications in accordance with internal controls and relevant guidelines.
* Facilitate premature repayments, ensuring timely settlement of funds.
* Respond to stakeholder queries promptly.
* Produce reports and statistics for internal and external stakeholders, including Senior Management.
* Advise Senior Management and other stakeholders on policy issues.
Deposit Facility
* Process requests in line with internal controls and relevant notices.
* Respond to stakeholder queries promptly.
* Produce reports and statistics for internal and external stakeholders, including Senior Management.
* Advise Senior Management and other stakeholders on policy issues.
Investment Management
* Process requests in line with internal controls and service level agreements.
* Analyse daily investment activity to ensure target balances are maintained.
* Produce reports and statistics for internal and external stakeholders, including Senior Management.
* Inform senior management of any material activity or information.
Stakeholder Management
* Liaise with internal and external stakeholders to meet service requirements, implement process improvements, and monitor issues affecting financial operations.
Relationship Management
* Meet regularly with counterparties to gather market intelligence, share information, and maintain effective working relationships.
* Meet annually with investment funds to review service agreements.
General
* Maintain and update procedures for critical processes.
* Represent the team at internal governance committee meetings.
* Provide business continuity for critical business processes.
* Support the Business Development team in managing specific contracts.
* Seek process improvements, manage operational risk, and implement business change.
* Provide analysis and project management for relevant business changes.
Knowledge, Skills, and Experience:
* Delivery-focused with excellent attention to detail.
* At least one year of client service experience.
* Effective collaboration and communication with various stakeholders.
* The ability to identify areas for process improvement; business change experience is desirable.
* The ability to produce detailed and accurate reports within tight deadlines.
* Intermediate Microsoft Office skills.
* Knowledge of and experience in financial markets is highly desirable.
Qualifications:
* A degree in a relevant field is preferred.
* Due to the nature of this role, you must hold a valid SC Licence
* IOC qualification would be advantageous.
Competencies:
* Seeing the big picture
* Changing and improving
* Making effective decisions
* Leading and communicating
* Collaborating and partnering
* Managing a quality service
* Delivering at pace
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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