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The Customer Experience Executive assists shareholders with buying and selling shares, addresses customer queries, and ensures compliance with company procedures. The role involves excellent communication skills and the ability to work independently while contributing to team goals.
The Process Executive will perform operational accounting activities related to transfer agency and maintenance, providing support to internal business groups, reviewing documents for accuracy, and assisting with customer account maintenance. The role requires strong analytical skills and proficiency in Excel, alongside the ability to manage high volumes of data and multi-task effectively.
The Senior Analyst will build detailed process maps using BPMN standards, review controls in processes, identify process gaps, and work with the Risk team on Organizational Risk and Control Management. This role requires collaboration with operations to optimize processes and ensure effective integration of control measures.
The FP&A Analyst will analyze operational and financial data, provide insights for decision-making, support finance partners, prepare monthly reports, and drive process improvements through financial modeling and analysis.
The Payroll Expert US will handle the US payroll service, dealing with HR and payroll transactions, managing queries, performing reconciliations, and ensuring accurate payroll calculations and payments. Responsibilities include providing customer service support, liaising with various teams, managing payroll-related activities, and ensuring compliance with legislation.
The Finance Executive will manage cost accrual processes, month-end close activities, and client queries. Responsibilities include guiding the business on revenue recognition issues, maintaining the company’s revenue recognition policy, and collaborating with UK Finance Business Partners. The role also focuses on implementing processes for audits, monitoring error tracking, and ensuring deliverables meet high standards of accuracy and service levels.
The Principle Process Executive is responsible for overseeing quality checks, analyzing complaints and trends, and driving continuous improvement within the team. They will coach and train team members, address operational issues, and ensure quality standards are met to enhance customer satisfaction.
The Analyst is responsible for performing research and due diligence analysis on companies and individuals, verifying publicly available information, and compiling reports based on the findings. They will analyze shareholding structures, perform screening related to sanctions and political exposure, and discuss exceptions or uncertainties with senior analysts. They will maintain compliance data and support the quality team in process reviews.
The Customer Experience Executive assists shareholders with buying and selling shares, supports customer inquiries, and contributes to the team’s workload while ensuring compliance with procedures and standards. They handle inbound calls and emails, maintain operational efficiency, and adhere to security policies and regulations.
The Pensions Administrator will manage pension awards, check customer data integrity, resolve inquiries, draft correspondence, and input customer information, all while providing administrative support in a busy environment.
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