Saint Helier, St Helier, Jersey

Client Operations Manager

 Job Description:


Management of deadlines of data cleansing projects and NavOne system enhancements;

To manage the ongoing data management of the client lifecycle with the use of NavOne;

Building checklists for client facing processes, ensuring correct and accurate data capture;

Oversight of data related projects. 

Ensuring deadlines are achieved and managing the efficiency of the group;

Assisting IT with data audit requests;

Assisting the group with ad-hoc data requests for internal reporting and regulatory reporting;

Assisting with the National Risk Assessment (NRA) reporting as well as other ad-hoc regulatory data requests;

Assist on drafting up procedures and workflows in relation general client operations;

Investigating end to end processes in the business by analysing time and costs, creating process enhancements to drive internal costs down;

Providing updates to group on client operation projects, giving training where necessary; and Complete ad-hoc projects, as required.

General Responsibilities

Develop and maintain good relations with team members and other staff; 

Ensure all work is conducted in accordance with internal procedures and recognised accounting principles;Maintain the highest standards of confidentiality and security in terms of client affairs and records and all sensitive and personal data for Company affairs and its employees;

Monitor performance against personal and developmental targets;Identify areas where further training for staff would be beneficial, assist in the arrangement of training and accounting education;

Maintain an awareness of all regulatory and fiscal obligations, providing guidance to the business as required;

Ensure accurate maintenance of records; and Achievement of client deadlines and KPIs.​

Competencies

Excellent analytical, interpersonal, oral and written communication skills;

Strong leadership, training and mentoring skills;Ability to thrive in a dynamic team environment;

Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude;

Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines;

Dedicated to superior client service;

Strong organisational skill and attention to detail;

Developed understanding of accounting theory;

Proficiency with email and Microsoft Office applications; 

Ability to work cooperatively and collaboratively with all levels of employees and management to maximise performance, creativity, problem solving and results.

Professional Qualifications and Minimum Relevant Experience:

Must have minimum 3 years experience in operations;

Must have managerial experience;

Must have experience with NavOne; 

Preferably experience with internal project management.​

IT SkillsAdvanced NavOne; Advanced Excel; 

Competency of Office365 products e.g. Word, Excel, Outlook, Teams, SharePoint; 

Experience of process map writing, workflows would be desirable.

Applicants must have 5 years residency in Jersey to apply

  Required Skills:

Newsletters BASIC Business Operations Financial Services Articles Confidentiality Participation Power BI Interpersonal Skills Automation Presentations Security Records Pressure Project Management Customer Service Microsoft Office Business Communication Management