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Cash Management Quality Coach

  • Job reference DST/TP/17447/11339
  • Job type Full Time
  • Sector Administration and Operations
  • Location Brentwood
This vacancy has now expired.

Summary

To investigate all Cash Management Errors, Incidents, Breaches logged on Risk Online.

Provide error feedback to the Manager, Team Leader and Team. Discuss trends and possible training requirements/process solutions for the team member and wider group.

Collation and Analysis of the Breach MI

Monitor and sign of all Preventative actions on the back of Breaches

Provides feedback on the accuracy and quality of the logged Incident, to improve and develop the use of Risk Online.

Supports Team members with complex queries.

Point of contact for the offshore Quality Coach colleagues, and responsibility for communications with our offshore Quality Coach team , ensuring a weekly call takes place.

Understanding any operational changes being delivered by the change management team and assisting with the deployment to the BAU teams.

Main Responsibilities

  • Is responsible for delivering quality standards for the functions administered within the Cash Managementcentricity teams, which includes oversight of any offshore processes:

  • Customer service - To ensure the team provides an effective & efficient service function to Clients via the telephone, e-mail or any other means of communication or interaction, to greatly enhance our reputation as a truly customer focused, andCASS compliant Company.

  • Effective organization - Respond positively to the goals of the team and actively add to the success of the Cash Management Department
  • Service delivery - ensuring IFDS meets client expectation in line with Service Level Agreements (SLA) and Key Performance Indicators (KPI)
  • To support the Cash Management Senior Managers to ensure processes and procedures are appropriately controlled, monitored and documented
  • Staff training & development where appropriate, and oversee the teams process in respect of quality and productivity monitoring
  • Relevant staff are trained and competent
  • Accountable for identifying to the Cash Management Lead Specialists Learning and Development needs and helps facilitate training. Includes T&C requirements
  • Develops & improves client relations with specific emphasis on client and investor satisfaction
  • Maximizes business opportunities through building & developing positive customer and business relationships

Carries out any other duties which are within the employee's skills and abilities whenever reasonably instructed

Ideal Candidate

  • Basic keyboard skills to include awareness of MS Office packages
  • Good Verbal reasoning and numeric skills.
  • Ability to analyse and appraise work, to identify potential areas of concern that could lead to risk
  • 2 years industry Experience
  • Detailed knowledge of ISA, Unit Trust and OEIC administration
  • IOC introduction to securities
  • Experience in Financial Services Investment Industry
NANorth America
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EMEAEurope, The Middle East & Africa
APACAsia-Pacific

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