Senior Operations Analyst
Core
Maintain client data accuracy, process documentation, and support customer service operations for Australian private wealth clients.
Role type
Senior Operations Analyst
Builds
Operational efficiency in client data management and service processes
Domain
Financial services / Private wealth
Deliverable
dashboards & analysis
Required skills
Client data management, documentation review, process improvement, reporting, CRM systems proficiency, regulatory compliance
Preferred skills
Financial services experience, commercial education, mentoring others
Technologies
CRM systems, office applications
Responsibilities
Maintain and update client information within core banking systems, respond to client enquiries regarding products and accounts, verify and process client onboarding documentation, support process improvement initiatives, prepare regular reports on client data and service performance
Seniority
Senior, hands-on IC with mentorship responsibilities (via careerplan.io/jobs/JR8288-1-senior-operations-analyst-at-lgt)
