Client Transfer & Operations Specialist

St. James’s Place; Cirencester; Hybrid; GBP 21,000 - 27,000; Full time

Benefits offered by this job

28 days annual leave

Private Medical Insurance

Generous Pension Scheme

Enhanced Parental Leave

Protection Benefits

EV salary sacrifice scheme

Job summary

St. James’s Place is seeking a detail-oriented Client Transfer Co-Ordinator to join the Partner Finance team in Cirencester. You’ll guide and support on Operations processes, coordinating transfers and stakeholder communications to ensure high-quality service.

As an entry-level role, you’ll develop process improvements, work with internal teams, and contribute to maintaining service standards. A hybrid workplace offers flexibility while delivering strong outcomes for clients and partners.

Qualifications

• Experience in a similar coordination or operations role within a fast-paced, task-driven environment.
• Strong organisational and prioritisation skills with the ability to manage high volumes of work.
• Proficiency in Microsoft Office, including intermediate Excel skills (e.g. VLOOKUPs, pivot tables).
• Excellent communication and interpersonal skills, with the ability to engage effectively at all levels.

Responsibilities

• Managing and processing a range of Operations requests and queries, ensuring timely and accurate delivery.
• Acting as a key point of contact for stakeholders, providing updates and clear communication on progress and next steps.
• Supporting Subject Matter Experts with the coordination and execution of transfers and Partnership-related queries.
• Prioritising incoming work effectively, ensuring cases are acknowledged and handled within agreed timelines.
• Identifying process gaps and contributing to continuous improvement initiatives to enhance quality and efficiency.
• Escalating issues appropriately and working within agreed parameters to resolve problems.
• Collaborating with colleagues across the team to ensure a consistent and high-quality service.
• Supporting the wider Operations function to reduce BAU demand through effective and accurate delivery.

Skills

Organisational skills

Prioritisation skills

Communication

Stakeholder management

Tools

Microsoft Office

Excel (VLOOKUP, Pivot tables)

Job description

St. James’s Place is seeking a detail-oriented Client Transfer Co-Ordinator to join the Partner Finance team in Cirencester. You’ll guide and support on Operations processes, coordinating transfers and stakeholder communications to ensure high-quality service.

As an entry-level role, you’ll develop process improvements, work with internal teams, and contribute to maintaining service standards. A hybrid workplace offers flexibility while delivering strong outcomes for clients and partners.