Client specialist Work, Jobs in Romsey, Ham (with Salaries)

Operations Specialist
Simplify Consulting —Southampton
- Up to £90,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Life insurance
Quick apply
1d
Project & Contract Coordinator
Coombes Forestry Ltd —Upper Meon Valley
- From £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Quick apply
Digital Analytics Specialist
Semantic Ltd —Southampton
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Travel
- Flexitime
- Work from home
Quick apply
11d
New Yacht & Brokerage Sales Manager
Universal Yachting Ltd —Swanwick
- £35,000 - £45,000 a year
- Full-time
- CRM software
- Sales
- Microsoft Office
- Free parking
- Annual leave
Quick apply
8d
Operations & Solutions Support Executive
More Than Safety Ltd —Southampton
- £32,000 - £36,500 a year
- Full-time
- Customer service
- Driving
- Travel
- Profit sharing
Quick apply
11d
PPC Specialist
Upperdog Ltd —Bournemouth
- Full-time
- Hybrid work
- Management
- Social media management
- Data analysis skills
- Flexitime
- Work from home
Quick apply
10d
Travel Sales Consultant
Trailfinders —Winchester
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Trainee Sales Development Representative
Circle Cloud Communications Ltd —Southampton
- £24,000 - £32,000 a year
- Full-time
- CRM software
- Customer service
- Salesforce
- Paid training
- Annual leave
Quick apply
10d
Sales Executive
PB Asher Ltd —Southampton
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Sick pay
Quick apply
3d
Assistant Production Manager
elix sourcing solutions —Ringwood
- £37,500 - £42,500 a year
- Supervising experience
Quality Inspector
OXEO —Middle Wallop
- £30,000 - £38,000 a year
- Full-time
- Continuous improvement
- Welding
- In-person
Quick apply
1d
Ecommerce Operations Assistant
INTERCONNECTIVE LTD —Salisbury
- £26,500 a year
- Full-time
- English
- Microsoft Office
- Accounting
- Free parking
- Employee discount
Quick apply
Entry Level Sales Executive
Circle Cloud Communications Ltd —Southampton
- £24,000 - £32,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Paid training
- Annual leave
Quick apply
10d
Insurance Advisor
Howden Group Holdings —Eastleigh
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Premium Property Estate Agent
Fine & Country —Andover
- £8,000 - £120,000 a year
- Remote
Quick apply
Exercise Oncology Specialist
GenesisCare UK —Portsmouth
- £26,000 - £30,000 a year
- Full-time
- Anatomy knowledge
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
8d
Procurement Specialist
Tradecore International Ltd —Eastleigh
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
Bank Medical Records Administrator
Spire Healthcare —Portsmouth
- Full-time
- Computer literacy
- Annual leave
3d
Counter Fraud Officer
Hampshire County Council —Winchester
- £33,178 - £36,369 a year
- Hybrid work
- Communication skills
- Work from home
3d
Business Support Manager
M Group —Southampton
- Microsoft Office
- Hotel
- Organisational skills
- Annual leave
- Employee assistance programme

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client specialist jobs near romsey, ham

Operations Specialist

Simplify Consulting
Southampton

Quick apply

Job details

Full-time
Up to £90,000 a year
1 day ago

Benefits

Casual dress
Company pension
Life insurance

Qualifications

Microsoft Powerpoint
Pension
Microsoft Excel
Business processes
Visio
Microsoft Office
Analysis skills
Presentation skills
Financial services
Root cause analysis
Requirements gathering
Leadership
Communication skills

Full job description

Job Overview

We are looking for an experienced Financial Services operations professional who combines deep operational expertise with strong change and transformation capability. The ideal candidate will have a proven track record of improving processes, enhancing customer outcomes and delivering operational change within Wealth Management, Insurance or broader Financial Services environments.

You will be comfortable acting as a Subject Matter Expert on client engagements, working closely with stakeholders at all levels to diagnose operational challenges, design practical solutions and support successful implementation. You will bring a consulting mindset, strong stakeholder management skills and the ability to balance strategic thinking with hands-on delivery. This role would suit an ambitious individual who enjoys solving complex business problems, influencing senior stakeholders and helping clients navigate operational transformation.

Summary of responsibilities

Operational excellence and process optimisation
Change delivery and SME leadership
Client engagement and customer experience improvement

Candidates must be flexible and prepared to travel to Southampton Office and nationally to client sites.

Typical Responsibilities include:

Analyse, design and optimise operational processes across client engagements to improve efficiency, control effectiveness and customer outcomes.
Act as a Subject Matter Expert on operational models, processes, systems and regulatory requirements within Financial Services.
Support the delivery of business transformation, target operating model and change programmes, providing operational expertise throughout the project lifecycle.
Identify process inefficiencies, control gaps and operational risks, developing practical recommendations that deliver measurable improvements.
Work closely with client stakeholders to understand business challenges and translate requirements into effective operational solutions.
Lead operational workstreams within larger transformation programmes, managing activities, dependencies and stakeholder engagement.
Conduct current-state and future-state process assessments, including process mapping, root cause analysis and impact assessments.
Drive continuous improvement initiatives to enhance service delivery, operational performance and customer experience.
Ensure operational processes align with regulatory expectations, internal controls and industry best practice.
Support the implementation of new systems, technologies and operating models, including process redesign, testing and business readiness activities.
Use data and operational metrics to identify trends, monitor performance and support evidence-based decision making.
Facilitate workshops and working sessions with clients to gather requirements, validate solutions and build stakeholder consensus.
Build trusted relationships with client teams and contribute to the successful delivery of consultancy engagements.
Collaborate with cross-functional teams including Operations, Risk, Compliance, Technology and Change functions to achieve programme objectives.
Contribute to business development activities by supporting proposals, client presentations and thought leadership initiatives where appropriate.
Act as a trusted adviser to client leadership teams, providing expert insight on operational strategy, process improvement and transformation opportunities across Financial Services organisations.

Essential Experience

5+ years' experience in Financial Services operations, operational change or business transformation.
Demonstrable experience leading or supporting operational improvement initiatives and change programmes.
Strong understanding of end-to-end operational processes within Financial Services organisations.
Experience working as a Subject Matter Expert, Business Analyst, Operations Lead or similar role on transformation programmes.
Proven ability to analyse business processes and identify opportunities for efficiency, control and customer experience improvements.
Experience engaging with senior stakeholders and presenting recommendations in a clear and credible manner.
Experience facilitating workshops, gathering requirements and translating business needs into operational solutions.
Strong understanding of operational risk, controls and governance frameworks.
Experience working across multiple stakeholders, functions and priorities within complex organisations.
Ability to manage workstreams independently while contributing effectively within wider programme teams.

Essential Knowledge and Skills

Strong knowledge of Financial Services operational models, processes and customer journeys.
Understanding of regulatory requirements and conduct expectations within Financial Services.
Excellent problem-solving and analytical skills with a structured approach to decision making.
Strong process mapping and process improvement capability.
Ability to interpret operational data and performance metrics to support recommendations.
Excellent written and verbal communication skills.
Strong stakeholder management and relationship-building capability.
Ability to balance attention to detail with broader strategic objectives.
Commercial awareness and client-focused mindset.
Proficiency in Microsoft Office applications, particularly Excel, PowerPoint and Visio.

Preferred Experience

Experience within Wealth Management, Financial Advice, Platforms, Pensions, Investments or Insurance.
Previous consulting experience or experience working in a client-facing delivery environment.
Experience supporting target operating model design and implementation.
Exposure to digital transformation, automation or operational technology deployments.
Knowledge of industry methodologies such as Lean, Six Sigma, Agile or Scrum.
Relevant professional qualifications within Financial Services, Change Management or Project Delivery.

Personal Attributes

Highly motivated, ambitious and self-driven.
Naturally curious with a continuous improvement mindset.
Confident influencing stakeholders at all levels.
Collaborative and team-oriented whilst comfortable working autonomously.
Resilient and adaptable in fast-paced client environments.
Pragmatic problem solver with a focus on delivering measurable outcomes.
Strong sense of accountability and ownership.

Pay: Up to £90,000.00 per year

Benefits:

Casual dress
Company pension
Life insurance

Application question(s):

Are you flexible with travel and prepared to travel to Southampton Office and nationally to client sites as required. (typically its 3 days either in the office or on client site (Nationally) and 2 days from home.)

Work Location: Hybrid remote in Southampton SO15 2BG

Quick apply

Refine Your Search

client specialist jobs in romsey, ham

Operations Specialist

Project & Contract Coordinator

Digital Analytics Specialist

New Yacht & Brokerage Sales Manager

Operations & Solutions Support Executive

PPC Specialist

Travel Sales Consultant

Trainee Sales Development Representative

Sales Executive

Assistant Production Manager

Quality Inspector

Ecommerce Operations Assistant

Entry Level Sales Executive

Insurance Advisor

Premium Property Estate Agent

Exercise Oncology Specialist

Procurement Specialist

Bank Medical Records Administrator

Counter Fraud Officer

Business Support Manager

I want to receive the latest job alerts for client specialist in romsey, ham

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