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Operations & Service Executive
Skills
Attention To DetailBusinessCoachingCustomer Relationship ManagementCustomer ServiceMicrosoft ExcelOnboarding
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proficient with Microsoft 365 and Salesforce or equivalent
- Interest in precious metals and wider financial markets
- Strong administration skills and attention to detail
- Logical and diligent with strong prioritisation skills
- Process oriented and compliant across jurisdictions
- Excellent customer service and solution focused
- Resilient adaptable and able to work autonomously
- Team player willing to support others
- Able to work under pressure and shifting priorities
- Confident verbal and written communicator
- Good time management and planning skills
- Must reside full-time in the UK and have the Right to Work in the UK
Nice to have
- Organised
- Detail-oriented
- Adaptable
- Resilient
- Diligent
- Team player
Day to day
- Provide first-point client support and handle general inquiries with professionalism
- Support onboarding by coordinating documentation compliance and account setup
- Process transactions manage data entry and maintain CRM stock and operational records
- Coordinate secure logistics of precious metals and assist with orders hedging and wider team tasks
Hiring process
- Thorough onboarding and pre-employment screening
- Credit checks
- Criminal records checks
- Sanctions checks
- Other relevant background checks