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