Service Delivery Management Executive (12 month FTC)
Division
Salary Competitive + Benefits
The Vacancy
OVERALL SUMMARY
The Service Delivery Management Team is formed from several teams within Operations.
As the Service Delivery Management Executive, you will be reporting directly into the Operations Service Management Manager.
You will be responsible for supporting the Service Management, Third Party Provider Support Team, Operations Risk Event Management Team and Business Support Team with administrative tasks, MI production and some business processing responsibilities
RESPONSIBILITIES
Support the Service Management Team with the below activities:
* Maintenance of Team material such as Teams Channels, Procedures, Fresh Intrant site, and Presentation documentation.
* Creation of communications to the relevant departments and key stakeholders for business updates, enhancements and service-related issues.
* Assist with the production of MI and associated tasks within the risk event team for all COO teams.
Support the Third Party Provider Team with the below activities:
* Responsible for processing reporting requests for Third Party Provider requests (valuations, statements and transactions).
* Responsible for processing payment requests for Third Party Providers
* Supporting team with inbox management
Support the Operations Risk Event Management Team with the below activities:
* Support Ops Risk Event manager to review and triage Ops Risk Events to ensure the level of detailed information is sufficient for the Risk Event raised.
* Collaboratively work alongside the Operations Risk Event Team to identify/support root cause analysis and remediation of issues, incidents and escalation.
Support the Business Support Team in sustaining a culture of continuous improvement across Operations with the below activities:
* Ensuring that JIRA reporting is accurate and up to date and assisting with monthly reporting.
* Assist with OpEx sustain administration, such as maintenance of Fresh Intranet Page, Simply Better Award Nominations and Newsletters.
* Support with OpEx meetings and production of subsequent documentation, such as Process Mapping, Waste Walks and Root Cause Analysis diagrams.
* Assist with data collection and MI relating to OpEx activities.
WE WOULD LOVE TO HEAR FROM YOU IF:
* Previous experience of operational processes in wealth manager or private client asset management.
* Strong relationship management, stakeholder management and administration skills.
* Effective at problem solving, able to define a problem, conduct effective root cause analysis and define steps required to meet target state.
* Strong communication skills (written, verbal, oral, informal, formal), including the ability to be influential and persuasive with key CBAM stakeholders.
* Team player willing to respond to varied requests.
* Accuracy and attention to detail.
* Ability to work unsupervised at times.
Regulatory responsibilities ¦ Compliance/T&C
* Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note thatspeculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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The Company
At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch atTalentAcquisition@trinitybridge.com .
The Benefits
Private medical
Discounted health checks
Cycle to work scheme
Purchase additional holiday
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
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