Implementation Specialist, Treasury Operations

gen2fund.com; Southampton; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading company in financial services is seeking a Treasury Operations Implementation Specialist in Southampton. This role involves managing client onboarding, data migration, and providing training on their treasury management platform. The ideal candidate will have experience in financial services and a strong background in client implementation.

Qualifications

• 1-3 years experience in Treasury Management.
• 1-3 years experience in training or client implementation.
• Experience managing data migration.

Responsibilities

• Serve as primary contact for clients onboarding to the platform.
• Manage data migration and develop client tools.
• Conduct comprehensive client training.

Skills

Financial services

Data migration

Client training

Payment processing

Team management

Technical cloud-based solutions

Job description

Implementation Specialist, Treasury Operations

Job Category: Operations

Requisition Number: TREAS002310

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• Posted : March 26, 2025
• Full-Time
• Hybrid

Locations

Showing 1 location

Gen II (UK) Southampton
Fusion 3, Solent Business Park
4500 Parkway
Southampton, WHIT PO157AD, GBR

Gen II (UK) Southampton
Fusion 3, Solent Business Park
4500 Parkway
Southampton, WHIT PO157AD, GBR

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
• 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.