OPERATIONS MANAGER (WEALTH MANAGEMENT) - EPSOM
We are working with a well-established SJP Practice based in Epsom that is looking to take on an Operations Manager. The role is office-based in Surrey and requires experience in the Financial Services industry as an administrator or team leader.
Responsibilities:
* Provide high level technical and administrative support to the Advisers/Practice Manager;
* Deal effectively with queries from clients and other parties through effective communication;
* Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
* Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;
* Provide technical support and training to new/junior staff joining the practice;
* Manage holiday bookings for team members;
* Ensure that files are complete with all required client identification documentation and necessary application forms;
* Process applications accurately and record the required management information;
* Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
Knowledge, experience and skills:
* Senior administration experience of working within an SJP practice or investment/wealth management environment practice;
* Experience of managing workflow, systems and procedures;
* Knowledge of relevant regulation and legislation;
* Experience of client management systems such as Salesforce;
* Experience of managing client accounts and relationships;
* Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
* Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
* Strong attention to detail;
* Manages time effectively with the ability to multi-task;
* Keeps calm when faced with conflicting demands and handles these effectively;
* Demonstrates a positive attitude at all times;
* Works well on own tasks as well as on shared goals as part of a team;
* Open to change with a creative approach to problem solving;
* Professional and confident in dealing with people, working with total discretion at all times
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