Operations Consultant – Purchase & Sales

Operations Consultant – Purchase & Sales

Requirements

• Functional, operational and technical requirements of all systems used in the functional area
• Principles of banking, finance and securities industry operations
• Investment concepts, practices and procedures used in the securities industry.
• Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
• Acts as the organization’s authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
• Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making.
• Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller’s organization around delivering to the key needs of their customers.
• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.
• Works to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works independently and provides guidance.
• Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
• Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works independently and provides guidance.
• Acts as the organizational authority and established expert on acquiring, organizing, protecting and processing data to fulfill business objectives.
• Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization’s ability. Typically works independently and provides guidance.
• Works independently using comprehensive knowledge and skills while guiding and training others on meeting high customer service standards.
• Uses comprehensive knowledge and skills to work independently while guiding and training others how to understand and effectively operate all customer management systems.
• Works to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works independently and provides guidance.
• Works to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works independently and provides guidance.
• Uses a comprehensive understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others.
• Works to recognize sales opportunities during service interactions to enhance overall customer service. Typically works independently and provides guidance.

Responsibilities

• Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues.
• Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
• Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
• Manage a large customer service area, planning and organizing activities within the area in order to meet customer service standards. Likely to be working through a team of managers and supervisors.
• Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
• Uncover emerging issues or needs, identifying potential causes, barriers, and key stakeholders, as well as related issues.
• Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.
• Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
• Execute a communications plan within established internal communication systems and procedures.
• Help develop procedures for an area of the organization and monitor their implementation.

Preferred Qualifications

No preferred qualifications provided.