Job Overview:

We are seeking a highly organized and proactive Service and Operational Manager to join our wealth management company. This individual will be responsible for overseeing daily operations, ensuring excellent service delivery to clients, and supporting minor accounting functions. The role requires a dynamic individual who can manage both operational processes and provide basic financial oversight to ensure smooth operations and client satisfaction.

Those currently in financial services Sales roles and keen to move to a non-sales Service and Operations role may also apply.

Key Responsibilities:

Operations Management:

• Oversee day-to-day operations within the company to ensure efficient workflow and productivity.
• Implement and optimize operational procedures and processes to ensure smooth business operations.
• Coordinate with various departments to ensure alignment in achieving company goals and objectives.
• Monitor and manage key performance indicators (KPIs) related to operational efficiency and service quality.
• Liaise with clients to address any service-related issues and ensure timely resolution.
• Supervise and guide a team to maintain high standards of customer service and operational performance.

Client Service

• Ensure that all client queries and requests are handled promptly and professionally.
• Maintain a strong relationship with clients, ensuring their needs are met with excellence.
• Provide support to clients by offering solutions to issues or queries, ensuring a positive experience.
• Meet with clients as necessary to collect documentation required for various processes, ensuring all necessary paperwork is completed accurately and efficiently.

Accounting Support

• Assist with day-to-day accounting tasks such as invoicing, expense tracking, and financial reporting.
• Prepare basic financial statements, reports, and summaries for internal review.
• Assist with budgeting and forecasting activities.
• Support the finance department with reconciliation processes and audits as needed.