{bc}
Apply
workday

Senior Operations Analyst

LGT Group Holding Ltd.
Melbourne, AUS
Full-time
Senior · 10+ years experience
Onsite
Discovered 2 weeks ago
CommunicationClient service

Full Job Posting

Key responsibilities

  • ▪ Client Data Management: Maintain and update client information within core banking or internal systems, ensuring accuracy and compliance with relevant standards. Perform data quality checks and take corrective action as needed to address inconsistencies. ▪ Customer Enquiries: Respond to internal and external client queries relating to products, services, or account details. Provide timely and accurate information, escalating complex requests as appropriate. ▪ Documentation Review: Verify and process documentation for client onboarding, changes, or ongoing maintenance. Ensure all documents meet regulatory, policy, and quality requirements and support the wider due diligence process. ▪ Process Improvement: Support initiatives to optimise data management and customer service processes. Suggest changes and collaborate with other teams to implement improvements that enhance operational efficiency. ▪ Reporting and Monitoring: Assist in the preparation of regular reports relating to client data, service performance, or compliance. Monitor key indicators and report issues to management for further action.
  • Qualifications and skills for the job ▪ Educational background: Completed commercial or business-related education; degree or relevant certification preferred. ▪ Professional experience: Experience in customer service, administration, or client data management, preferably in a financial services environment. ▪ Track record: Proven attention to detail and reliability in maintaining client records or supporting customer processes. ▪ Technical skills: Proficient with office applications and relevant business software (eg client data management/CRM systems); strong organisational and time management skills. ▪ Language skills: Strong communication skills, both written and verbal, in English and the local language.
  • Key differentiators to S3
  • ▪ Knowledge and Application: Applies broad and comprehensive expertise across operations processes, tools, and methodologies. Handles complex or non-standard client and data situations and adapts processes where needed within given guidelines. Shares knowledge and instructs others on core operational topics. ▪ Impact and Accountability: Develops and drives operational initiatives to improve data quality, client service, and process efficiency. Provides clear guidance to achieve own and team targets and supports medium- to long-term objectives. ▪ Job Autonomy: Works with a high level of independence, making recommendations on methods and improvements and agreeing direction with superiors. Takes ownership for implementing agreed changes and ensuring consistent application across the team. ▪ LGT Competencies: Highly skilled in all LGT competencies and frequently acts as a resource and mentor for others in the team. ▪ Typically > 10 years of relevant professional experience.
  • LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
  • LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.
  • Client Data Management: Maintain and update client information within core banking or internal systems, ensuring accuracy and compliance with relevant standards. Perform data quality checks and take corrective action as needed to address inconsistencies.
  • Customer Enquiries: Respond to internal and external client queries relating to products, services, or account details. Provide timely and accurate information, escalating complex requests as appropriate.
  • Documentation Review: Verify and process documentation for client onboarding, changes, or ongoing maintenance. Ensure all documents meet regulatory, policy, and quality requirements and support the wider due diligence process.
  • Process Improvement: Support initiatives to optimise data management and customer service processes. Suggest changes and collaborate with other teams to implement improvements that enhance operational efficiency.
  • Reporting and Monitoring: Assist in the preparation of regular reports relating to client data, service performance, or compliance. Monitor key indicators and report issues to management for further action.
  • Qualifications and skills for the job
  • Educational background: Completed commercial or business-related education; degree or relevant certification preferred.
  • Professional experience: Experience in customer service, administration, or client data management, preferably in a financial services environment.
  • Track record: Proven attention to detail and reliability in maintaining client records or supporting customer processes.
  • Technical skills: Proficient with office applications and relevant business software (eg client data management/CRM systems); strong organisational and time management skills.
  • Language skills: Strong communication skills, both written and verbal, in English and the local language.
  • Knowledge and Application: Applies broad and comprehensive expertise across operations processes, tools, and methodologies. Handles complex or non-standard client and data situations and adapts processes where needed within given guidelines. Shares knowledge and instructs others on core operational topics.
  • Impact and Accountability: Develops and drives operational initiatives to improve data quality, client service, and process efficiency. Provides clear guidance to achieve own and team targets and supports medium- to long-term objectives.
  • Job Autonomy: Works with a high level of independence, making recommendations on methods and improvements and agreeing direction with superiors. Takes ownership for implementing agreed changes and ensuring consistent application across the team.
  • LGT Competencies: Highly skilled in all LGT competencies and frequently acts as a resource and mentor for others in the team.
  • Typically > 10 years of relevant professional experience.

Qualifications

  • Proficient with office applications and relevant business software (eg client data management/CRM systems); strong organisational and time management skills.
  • Language skills: Strong communication skills, both written and verbal, in English and the local language.
  • Key differentiators to S3
  • Knowledge and Application: Applies broad and comprehensive expertise across operations processes, tools, and methodologies. Handles complex or non-standard client and data situations and adapts processes where needed within given guidelines. Shares knowledge and instructs others on core operational topics.
  • Impact and Accountability: Develops and drives operational initiatives to improve data quality, client service, and process efficiency. Provides clear guidance to achieve own and team targets and supports medium- to long-term objectives.
  • Job Autonomy: Works with a high level of independence, making recommendations on methods and improvements and agreeing direction with superiors. Takes ownership for implementing agreed changes and ensuring consistent application across the team.
  • LGT Competencies: Highly skilled in all LGT competencies and frequently acts as a resource and mentor for others in the team.
  • Typically > 10 years of relevant professional experience.
  • LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
  • LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at LGT Group Holding Ltd.

Senior Paraplanner / Technical Specialist

London, GBR

Discovered 2 days agoFull-time

Paraplanner

London, GBR

Discovered 2 days agoFull-time

Project Manager

Sydney, AUS

Discovered 3 days agoFull-time

Principal Engineer

Sydney, AUS

Discovered 3 days agoFull-time

Project Manager

Sydney, AUS

Discovered 3 days agoFull-time

Principal Engineer

Sydney, AUS

Discovered 3 days agoFull-time

Front Office Risk & Control Analyst

London, GBR

Discovered 4 days agoFull-time

IT Support Engineer

Melbourne, AUS

Discovered 1 weeks agoFull-time