Client Transfers Coordinator

This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

About the role

We'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.

What you'll be doing

• 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 a...