Client Transfers Co-Ordinator

• Experience in a similar coordination or operations role within a fast-paced, task-driven environment
• Strong organisational and prioritisation skills with the ability to manage high volumes of work
• Proficiency in Microsoft Office, including intermediate Excel skills (e.g. VLOOKUPs, pivot tables)
• Excellent communication and interpersonal skills, with the ability to engage effectively at all levels

• Exposure to coding or data tools such as SQL or Power BI
• Knowledge or experience within financial services or Partner Finance environments

About the roleWe're looking for a detail-oriented and proactive Client Transfer Co-Ordinator to join our Partner Finance team. In this role, you'll provide expert guidance and support on a range of Partner Finance Operations processes, ensuring requests and queries are managed efficiently and to a high standard. Working closely with internal teams and the Partnership, you'll play a key part in maintaining service quality, improving processes and delivering strong outcomes for stakeholders.

• Managing and processing a range of Operations requests and queries, ensuring timely and accurate delivery
• Acting as a key point of contact for stakeholders, providing updates and clear communication on progress and next steps
• Supporting Subject Matter Experts with the coordination and execution of transfers and Partnership-related queries
• Prioritising incoming work effectively, ensuring cases are acknowledged and handled within agreed timelines
• Identifying process gaps and contributing to continuous improvement initiatives to enhance quality and efficiency
• Escalating issues appropriately and working within agreed parameters to resolve problems
• Collaborating with colleagues across the team to ensure a consistent and high-quality service
• Supporting the wider Operations function to reduce BAU demand through effective and accurate delivery

Who we're looking forWe're seeking a highly organised and adaptable individual who thrives in a fast-paced, environment. You'll be a confident communicator with strong problem-solving skills, able to manage competing priorities while maintaining attention to detail. With a collaborative mindset and a commitment to continuous improvement, you'll be focused on delivering excellent service to both internal and external stakeholders.