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Trade & Credit Manager

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 60,000 - 80,000

Full time

8 days ago

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Job summary

An exciting opportunity awaits a motivated individual to join a dynamic team focused on enhancing customer and business experiences. In this role, you will be responsible for authorising transactions, analysing customer information, and identifying process improvements. The ideal candidate will possess strong customer service skills, excellent organisational abilities, and a solid understanding of industry standards. With a commitment to developing client relationships and meeting team targets, you will thrive in a supportive environment that offers training and growth opportunities. If you are eager to make a difference and build a rewarding career, this position is perfect for you.

Qualifications

  • Customer service experience and knowledge of the industry required.
  • Minimum Level 4 qualification including securities/derivatives module.

Responsibilities

  • Investigate transactions and authorise them according to KPIs.
  • Collect and analyse information from customers and businesses.
  • Develop strong client relationships and respond to queries.

Skills

Customer service experience
Organisational skills
Communication skills
Deadline management
Stakeholder relationship management
Trend awareness

Education

CISI Investment Advice Diploma
Level 4 qualification in securities/derivatives

Tools

Excel

Job description

Our client is seeking the right person to undertake this exciting role, including:

  1. Authorising and investigating all transactions to KPIs;
  2. Collecting and analysing required information from customers and businesses;
  3. Reviewing processes which could be automated or enhanced to improve the customer and business experience;
  4. Responding to queries from customers;
  5. Meeting team targets;
  6. Developing strong client relationships.

The successful candidate must have:

  1. Customer service experience and customer and industry knowledge;
  2. Good organisational and communication skills;
  3. Able to work to deadlines;
  4. Minimum CISI Investment Advice Diploma/other Level 4 qualification, including securities/derivatives module;
  5. Experience managing stakeholder relationships;
  6. Awareness of changes in trends and policies;
  7. Knowledge of Excel and processing information would be beneficial.

Trading knowledge is not essential, as training will be provided in the role.
Must hold Entitled/Entitled to Work status in Jersey.

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