Operations Associate - Horsham, United Kingdom - Clearwater People Solutions

Clearwater People Solutions
Clearwater People Solutions
Verified Company
Horsham, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Operations Associate:


  • Location
  • Horsham
  • Salary:
- £ Contact name:


  • Kieron Davis
  • Job ref:

Published:
- about 1 hour agoOur client is a well established and award-winning financial planning advice, technology and solutions

company. They are currently seeking an Operations Associate

to join their funding and displacement team. The Operations Associate will be responsible for completing multiple processes across the retail Investment Platform from; managing queries, updating personal details ensuring information is correct and up to date, proactively manage communications.


Responsibilities for the

Operations Associate

  • Understand and complete multiple processes across operations administration
  • Follow procedures and instructions in order to ensure good client outcomes
  • Review data to ensure accuracy and picking up exceptions and make corrections where applicable to ensure timely and accurate completion of activity

Key Skills & Experience for the Operations Associate

Essential

  • Financial Services industry experience (Ideally Pensions/Investments)
  • Confident user of Microsoft Word and Microsoft Excel
  • Strong written and spoken communication skills

Desired

  • Full UK Driving License
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