Senior Operations Analyst
Core
Manage client data, process documentation, and handle customer enquiries to support operational efficiency and compliance in a private wealth environment.
Role type
Senior Operations Analyst
Builds
Operational processes and client data integrity
Domain
Financial Services / Private Wealth
Deliverable
dashboards & analysis
Required skills
Data management, documentation review, process improvement, reporting, client communication, regulatory compliance
Preferred skills
CRM systems proficiency, business software expertise, mentorship
Responsibilities
Maintain and update client information within core banking systems; Respond to internal and external client queries; Verify and process documentation for client onboarding and maintenance; Support initiatives to optimise data management and customer service processes; Assist in the preparation of regular reports relating to client data and service performance.
Seniority
Senior, hands-on IC with mentorship responsibilities (via careerplan.io/jobs/886bb911-590a-4576-919e-b9e1cc01a958-senior-operations-analyst-at-lgt-bank)
