Apply is looking for a reliable, organized, and detail-oriented Operations & Service Executive to provide essential operational, administrative, and logistical support. This execution-focused role is central to ensuring our complex operational processes run efficiently and remain fully compliant with global requirements.
What You'll Do
- Serve as the first point of contact for general client inquiries and issues.
- Assist in onboarding new clients, ensuring all documentation and compliance requirements are met.
- Manage client accounts and provide detailed information about investments and account status.
- Process transactions, perform data entry, and prepare documentation related to transactions.
- Maintain CRM and stock management databases to ensure accurate inventory records.
- Coordinate the receipt, storage, and distribution of precious metals.
- Take, process, and hedge orders through our bespoke Salesforce system.
- Provide top-quality customer care, relationship management, and logistical expertise.
- Undertake data entry and provide clerical support for operations and projects.
What We're Looking For
- Proficient with the Microsoft365 suite (Excel, Outlook, Teams, Loop) and Salesforce (or equivalent).
- An organized planner with excellent administration skills, attention to detail, and multitasking abilities.
- A logical thinker with a thorough and diligent approach to prioritising work.
- Process orientated to ensure compliance across multiple jurisdictions.
- Proactively delivers excellent customer service and solutions.
- Resilient and adaptable to working in a growth environment.
- A quick learner who is comfortable working autonomously when required.
- A team player with a willingness to pitch in to help others.
- Ability to work under pressure and flexibility to cope with changing priorities.
- A confident communicator, both verbal and written.
- Good time-management and planning skills.
- Confident to express an opinion and unafraid to challenge.
- Flexibility to work a mixture of a 1:00pm–9:30pm shift and a 5:00pm–1:30am shift.
Nice to Have
- Experience, or interest in, precious metal markets, and wider financial or investment markets.
- Salesforce expertise highly desirable.
Technical Stack
- Microsoft365 suite (Excel, Outlook, Teams, Loop)
- Salesforce
Team & Environment
You will be joining a close-knit, growing company.
Benefits & Compensation
- Compensation: £30,000 - £32,000 (dependent on experience)
- Generous pension scheme
- 33 days annual leave (inclusive of public holidays)
- An extra day of holiday for your Birthday
- Private Healthcare & Health Cash Plan
- Discounted gym membership
- Electric vehicle leasing scheme
- Cycle to work scheme
- Generous family leave policies
- A positive, ambitious, and rewarding culture
Work Mode
This is a fully remote position.
Apply is an equal opportunity employer.
