Implementation Specialist, Treasury Operations

Gen II Fund Services; Reading; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading company in financial services is seeking an Implementation Specialist for their Treasury Operations. This position involves onboarding clients to their management platform, managing data migrations, and ensuring an efficient client experience through training and support. Candidates should have experience in financial services, especially in treasury management and client implementation, and possess strong communication skills to develop relationships with clients and vendors.

Qualifications

• 1-3 years experience in Treasury Management required.
• Experience with cloud-based solutions preferred.
• Previous client-facing roles preferred.

Responsibilities

• Serve as primary contact for onboarding clients to treasury platform.
• Manage data migration processes and validation.
• Provide training and tools for client use of the platform.

Skills

Client Implementation

Data Migration Management

Training Proficiency

Financial Services Knowledge

Technical Solution Development

Education

Bachelor's Degree or equivalent experience

Job description

Implementation Specialist, Treasury Operations

Join to apply for the Implementation Specialist, Treasury Operations role at Gen II Fund Services

Implementation Specialist, Treasury Operations

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Join to apply for the Implementation Specialist, Treasury Operations role at Gen II Fund Services

What’s the role?

What’s the role?

Gen II is currently seeking a Treasury Operations Implementation Specialist to join our growing team of professionals. This individual will be actively involved in the services noted below.

What you’ll be doing

• Serve as the primary point of contact internally and externally for new and existing clients that are being onboarded to Gen II’s treasury management platform.
• Manage the data migration between various systems including data validation, data imports and data approval workflows.
• Develop and provide clients with tools on how to utilize the platform.
• Develop a client conversion schedule that is a guide for onboarding existing clients to the platform.
• Develop relationships and work closely with external vendors that support the platform.
• Manage the entire set up process for new and existing clients on the platform.
• Engage additional internal resources as needed to enhance the client experience.
• Work with financial institutions to ensure a smooth setup process including systems connections.
• Provide monthly data reports to management on conversion progress.
• Responsible for developing and conducting comprehensive client training, as needed.
• Operate in a deadline driven, high volume and evolving environment.
• Other assigned projects
• Overtime is based on business needs
  
  

The ideal background for this role:

• Experience in financial services
• 1 – 3 years experience in Treasury Management
• 1 - 3 years experience in training or client implementation
• Experience in managing data migration
• Payment processing experience
• Experience managing a team
• Experience with advanced technical cloud-based solutions
• Project Management experience
• Prior professional experience working in an office environment
• Proficiency at training
  
  

Role Location/Hybrid Schedule

This role can be based in our Southampton office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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