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About the Role
We are looking for a reliable, organised, and trustworthy individual with excellent attention to detail to provide exceptional customer service, as well as operational, administrative and logistical support, ensuring that the company's complex operational objectives are met effectively and efficiently. This role has the opportunity and flexibility to grow into a larger one with more responsibility.
Responsibilities
- Assist in onboarding new clients, ensuring all documentation and compliance requirements are met.
- Manage client accounts and provide clients with detailed information about their investments and account status.
- Assist with general client inquiries and issues, ensuring a positive initial impression and ongoing relationship.
- Provide top quality customer care, relationship management, database management, and logistical expertise.
- Process transactions, perform data entry, and prepare and manage documentation related to transactions, including purchase orders, invoices, and contracts.
- Maintain CRM and stock management databases to ensure accurate inventory records and organised records of all operational activities.
- Coordinate the receipt, storage, and distribution of precious metals, ensuring timely and secure transportation of products to clients and storage facility.
- Take, process, and hedge orders through our bespoke Salesforce system.
- Undertake administration and provide support for operations and projects.
- Assist the wider team as necessary.
Requirements
- Proficient with IT and technology, including in Microsoft365 suite products, (Excel, Outlook, Teams, Loop, etc) and Salesforce (or equivalent).
- Experience, or interest in, precious metal markets, and wider financial/investment markets.
- An organised 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.
- Successful candidates will be required to undergo a thorough onboarding and pre-employment screening process before commencing employment. This includes, but is not limited to, credit checks, criminal records checks, sanctions checks, and other relevant background checks. Any offer of employment is conditional upon the satisfactory completion of these checks.
Skills
- Customer service
- Operational support
- Administrative support
- Logistical support
- Client onboarding
- Client account management
- Relationship management
- Database management
- Transaction processing
- Data entry
- Documentation management
- CRM
- Stock management
- Salesforce
- Microsoft 365
- Excel
- Outlook
- Teams
- Loop
- Communication
- Time-management
- Planning
- Problem-solving
Location
- Central London, UK
Work Type
- Hybrid
- Full-time
Experience Level
- Dependent on experience
Salary/Compensations
- £30,000 - £32,000
Benefits
- Generous pension scheme
- 25 days annual leave
- Bank holidays
- An extra day of holiday for your Birthday
- An extra day to volunteer
- Private Healthcare
- Health Cash Plan
- Christmas closing
- Regular Company Days and social activities
- Discounted gym membership
- Electric vehicle leasing scheme
- Cycle to work scheme
- Generous family leave policies
About the Company
- A rapidly growing physical gold and silver brokerage with 6 years in operation and over £100 million in total revenues.
- Frequently featured in editorials such as the FT, Reuters, WSJ, Daily Mail, Metro and CNBC.
- A non-corporate environment with a focus on the bigger picture and the bottom line.
- Company values include: Pursuit of Brilliance, Passionate Curiosity, Thoughtful Respect, Virtuous Choices, and Positive Energy.
- Dedicated to fostering an environment where ambition flourishes, ideas are valued, and work-life balance is paramount.
- Invests in people through coaching and mentoring, supporting career progression within the business.
- Nurtures resilient and driven individuals into well-rounded and well-rewarded team members.
- Supportive & professional team environment.