Evelyn Partners
Financial Services
OperationsExecutiveScripts
“Operations Executive - Scripts at Evelyn Partners. Skills: Operational support, Third party liaison, Client policy information. Ensure operational deliverables are actioned on time. Meet SLAs, quality standards, regulatory and company requirements”
What You'll Achieve.
Deliver third party client policy information accurately; Deliver within SLAs
Industry & Context.
What They're Looking For.
Must Have
Previous experience responding to queries, Excellent organisation and prioritisation, Ability to work independently and within a team, Proficient IT skills in core Microsoft Office systems, Excellent verbal and written communication skills, An eye for detail, A professional telephone manner
Nice to Have
Operational experience within financial services industry, Financial services product knowledge, Excellent standard of education to include Maths and English, Relevant professional qualifications
What You'll Do.
Ensure operational deliverables are actioned on time
regulatory and company requirements
Provide excellent telephone-based service
Develop and maintain effective relationships
Contact and liaise with product providers
Obtain accurate policy information
Complete script templates
Complete project related activities
Complete general tasks
Assess client file documents
Identify and correct remedial actions
How You'll Work.
Team & Collaboration
Relationships with colleagues; Relationships with clients; Relationships with third parties
Communication Scope
Verbal communication; Written communication
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