A leading financial services organisation is currently seeking a finance professional to join their team on a 12 month contract, to manage operational and key performance information (KPI) from client-facing teams.
You will be working closely with client administrative teams and clients themselves to review operational performance and identify potential opportunities for service improvements.
If you are highly motivated and committed to achieving excellence and looking to work in a diverse team of experts with entrepreneurial spirit, this could be the ideal role for you
Responsibilities will include:
Supporting the client facing team, including managing the file review process, signing off client file reviews and data management
Communicating openly with client administration teams to ensure all requests and KPI’s are dealt with promptly
Building strong internal working relationships and conducting meetings
Identifying opportunities to improve the efficiencies of current processes
Keeping up to date with any changes in regulations
Experience and skills required:
Previous experience in a similar role and good knowledge of trusts, companies and similar structures
Either hold or currently working towards a relevant professional qualification (ACA/ACCA/ICSA/STEP)
Pro-active and forward-thinking approach to tasks
Strong academic background
Excellent written and verbal communication skills
We are an equal opportunity employer and value diversity at all times.