Operations Support Executive (Financial Services)
1. Administrative & Clerical Support to Client-Facing Teams:
- Provide efficient and timely assistance to our client-facing teams, including Sales, Relationship Management, and Merchant Service teams, by handling a range of administrative tasks such as preparing documentation.
- Process and manage incoming correspondence, emails, and phone calls, ensuring effective communication channels between internal teams and external stakeholders.
2. Internal Enquiries & Complaints Management:
- Act as the first point of contact for internal teams, addressing their queries, concerns, and complaints related to client transactions, processes, or systems.
- Escalate complex issues to appropriate departments or senior management, when necessary, while maintaining clear and concise records of all interactions.
3. Case Progress Monitoring & SLA Compliance:
- Regularly monitor the progress of client cases, ensuring adherence to established Service Level Agreements (SLAs) and timely resolution of issues.
- Proactively communicate with internal teams to facilitate information sharing, coordinate actions, and resolve bottlenecks, contributing to overall client satisfaction and retention.
4. Database Maintenance, Filing Records, & Reporting:
- Accurately maintain and update client databases, transaction records, and other relevant systems, ensuring data integrity and compliance with regulatory requirements.
- Establish and maintain an organized electronic and physical filing system for client documents, reports, and other materials.
- Prepare regular reports on operational metrics, case status updates, or other ad-hoc reporting requests, presenting findings in a clear and insightful manner.
5. Ad-Hoc Tasks & Projects:
- Contribute to departmental initiatives and projects by assisting with research, data analysis, process improvement, or other tasks as assigned by the line manager or senior team members.
- Demonstrate flexibility in adapting to changing priorities and taking on additional responsibilities to support the evolving needs of the business.