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Wealth Operations Specialist
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Wealth Operations Specialist
Whiteley / Hybrid
Contract until end of 2026
£16.00 p/h
About the Role
Our client, a Tier 1 bank, are looking for an experienced and customer-focused professional to join our Wealth Operations team as a Wealth Operations Specialist.
This is a great opportunity for someone who enjoys solving complex problems, improving processes, supporting colleagues, and ensuring excellent service for customers and stakeholders. You'll act as a subject matter expert within the team, helping to drive operational excellence while maintaining the highest standards of quality, risk management, and customer outcomes.
Job Responsibilities
- Act as a technical expert, resolving complex operational queries and supporting colleagues across the team.
- Deliver excellent service to customers and stakeholders, handling issues and complaints efficiently and professionally.
- Monitor service levels, ensure deadlines are met, and support both onshore and offshore Wealth Operations teams.
- Identify and implement process improvements to enhance efficiency, reduce risk, and improve customer outcomes.
- Support projects, business change initiatives, and testing activities as a subject matter expert when required.
- Coach and develop colleagues by sharing knowledge, providing guidance, and supporting team success.
- Ensure all work is completed in line with regulatory requirements, internal policies, and risk management standards.
- Keep up to date with relevant regulations and proactively identify, escalate, and mitigate operational risks.
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Essential Skills & Experience
- Experience working in Wealth Operations, Financial Services, or a similar operational environment.
- Strong knowledge of operational processes and customer service excellence.
- Ability to investigate and resolve complex issues with attention to detail.
- Excellent communication and stakeholder management skills.
- Experience supporting colleagues through coaching, training, or technical guidance.
- Strong organisational skills with the ability to prioritise workloads and meet deadlines.
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Desirable
- Knowledge of CASS, ISA regulations, and wider financial services regulations.
- Experience of process improvement initiatives.
- Project support, testing, or subject matter expert (SME) experience.
In this role, you will:
- Deliver fair and positive outcomes for customers.
- Meet service level agreements and operational targets.
- Support a culture of continuous improvement.
- Build strong relationships across the business.
- Maintain high standards of quality, accuracy, and compliance.
- Help develop the capability and knowledge of the wider team.
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