Client Reporting Team Supervisor Job at 360 Resourcing Solutions (Bromsgrove)

Investment Support Administrator - Client Reporting

This is a desk-based, process driven role to generate and issue annual valuation...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate targeted number of Annual valuation reports, updating the CRM with valuations and transactions
Complete all tasks delegated by the Client Reporting Team Supervisor and Senior Administrators to meet SLAs
Support in the delivery of Quarterly Transactional reports including audit through quality checking
Support in the delivery of Ex-post costs and charges statements including audit through quality checking
Provide support for the other services where required
To respond to telephone and low risk inbox queries, escalating where necessary
Work with Supervisor to develop new methods of carrying out existing tasks to increase efficiency
Maintain agreed diary management and record keeping processes relating to reporting, to ensure appropriate audit trails are kept in line with the company and compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhere to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Care Team Supervisor

At Elara Caring, we believe the best care happens at home—where people feel most...

Location

United States , Paterson

Salary:

Not provided

Elara Caring

Expiration Date

Until further notice

Requirements

High School Diploma or GED required
Associate’s or Bachelor’s degree preferred
Experience working with elderly or disabled populations preferred
Five (5) years of experience in a fast-paced office or healthcare environment preferred
Working knowledge of Medicare/Medicaid and home care operations preferred
Strong computer proficiency and documentation skills
Excellent organizational and multitasking abilities
Professional verbal and written communication skills
Strong leadership, coaching, and motivational skills
Ability to thrive in a fast-paced, high-volume environment

Job Responsibility

Coordinate and schedule personal care services, including coverage for planned and unplanned absences
Maintain accurate client service records, plans of care, caregiver schedules, and required documentation
Review and manage service authorizations and contract-specific requirements
Monitor reports to ensure accuracy in billing, payroll, utilization, and service delivery
Support branch growth initiatives and operational planning efforts
Ensure ongoing compliance with all licensure, payer, contract, and regulatory standards
Provide guidance, coaching, and support to caregivers to promote performance and engagement
Ensure caregiver compliance with required trainings, certifications, health assessments, and in-services
Conduct caregiver orientations as required
Collaborate with payroll and timekeeping teams

What we offer

A collaborative and supportive work environment
A meaningful opportunity to positively impact lives every day
Competitive compensation packages
Tuition reimbursement for full-time employees
Free continuing education opportunities for all team members
Clear paths for career growth and advancement
Comprehensive medical, dental, and vision insurance
401(K) with employer match
Generous paid time off, including holidays and family/pet bereavement
Pet insurance for your furry family members

Fulltime

Regulatory Reporting Team Analyst

The role of an Analyst within the Reg Ops department is to provide monitoring an...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience of compiling large volumes of data and analysing results
Experience of exception-based controls and processing
Experience of working within a control environment
Experience of Regulatory reporting/Risk and Control (preferable)
Good Microsoft skills including Excel, Word and Outlook
Proactive, able to work on initiative and organize themselves well
Ability to communicate effectively facilitating interaction with clients, own team and operations management
Ability to detail issues, in writing, in a clear, accurate and concise manner
Analytical and Numerate proven ability to research and identify large and complex issues
Demonstrates sound judgement and professionalism in decision making/problem solving, escalating to supervisor as appropriate

Job Responsibility

Help drive implementation and perform monitoring and testing of firm’s submission data and exceptions/rejections to develop appropriate controls to drive the completeness, accuracy and timeliness of regulatory reporting obligations within Reg Ops
To ensure ongoing compliance with the regulatory requirement
Review, Design and Enhance key metrics and KPIs relevant to numerous regulations and assist with reporting to key stakeholders and senior management
Key tasks to involve the monitoring of numerous regulatory processes within the Reporting team in Belfast, and to support the successful identification and remediation of failed controls (specifically but not limited to, the analysis of keys controls, UAT of future enhancements and regulatory reporting remediation tasks)
The individual will be responsible for working collaboratively with Operations Regulatory Control, Technology, and key business stakeholders to maintain a strong working relationship and a best-in-class approach to proactive exception management
Partnering with Reg Ops Change Management and QA to ensure adequate issue documentation, testing and resolution implementation. Ensure all required signoffs and audit trails are maintained and meet a standardised approach
Extensive liaison with internal customers, notably Business Units, Information Technology, Other Reg Ops areas and Compliance Management, whilst fostering partnerships with key contacts with open and honest feedback

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Hvac Team Supervisor

Mechanical HVAC Team Leader within Hard Services . To be the first point of cont...

Location

United Kingdom , Seascale

Salary:

Not provided

Mitie Cleaning & Hygiene Services

Expiration Date

Until further notice

Requirements

Team Leader / Supervisor Experience
Experience in the maintenance, repair and installation of Fire Dampers, AHU units and ventilation ducts
NVQ level 3 in HVAC or equivalent
Full clean driving license
IOSH Managing Safely
Must be a dynamic individual with excellent communication skills, focussed on service delivery, operational support & customer service
Able to develop and nurture long term lasting relationships with the client, staff, sub-contractors and suppliers acting with professionalism and integrity at all times
Must have a positive approach and good work ethic
Have the ability to organise work and liaise with multi discipline operational teams

Job Responsibility

Proactively deal with all client queries providing feedback and escalation where appropriate
Ensure all planned and reactive, works are scheduled, planned, delivered and updated on Archibus in line with contract requirements and customer expectations
Initiate stakeholder discussions to identify and agree appropriate safe system of work to progress tasks, promptly preparing SSOW documentation to undertake works in line with legislative, client and MITIE requirements
Ensure adequate pre job briefs, supervision arrangements, workface inspections, quality assurance and LFE is completed through team operations
Take a proactive approach to WIP including progress updates, issue resolution, forecasting, escalation and completion
Work with the planning team to schedule all planned and reactive tasks, ensuring efficient utilisation of resources to deliver optimum performance
To report all incidents, accidents and near misses including non-compliant or unsafe conditions at the earliest opportunity
Deliver regular team briefs and consult with the workforce to proactively engage, address and escalate issues
To undertake workforce audits and assurance on the workface
To attend and fully participate in training and appraisal activities as required by the business

What we offer

Virtual GP for you and household members
Financial wellbeing assistance through Salary Finance scheme (access 50% of earned pay before payday)
Flexible lifestyle benefits platform (Choices) to purchase extra holiday, critical illness insurance, dental treatment, technology
High street discounts via MiDeals platform
Cycle-to-work scheme
Life cover of up to four times salary
Enhanced pension contributions
Save-as-you-earn scheme
Mitie Matching Share Plan
Mitie Stars recognition with cash prizes

Fulltime

Client Experience Supervisor

At BarkleyOKRP, we are on the front lines of a world-class idea company. We are ...

Location

United States , Kansas City

Salary:

Not provided

BarkleyOKRP

Expiration Date

Until further notice

Requirements

Experience with media clients + digital work preferred
6+ years of relevant brand or agency experience
Excellent client communication and the ability to establish a connection with senior-level client leadership
Self-starter with the ability to operate both strategically and tactically in a fast-paced, deadline-driven environment
Strong collaborator with the ability to lead cross-channel initiatives with a diverse range of team members and stakeholders
Ability to run projects independently with minimal supervision
Excellent written and verbal communication skills
capable of effectively articulating both strategic recommendations and detailed tactical plans
Ability to develop trusted relationships and partner with diverse teams and mid-senior client leads
Demonstrated success in a cross-functional team environment

Job Responsibility

CLIENT: Independent Client relationships
Excellent client communication that builds trust, digs for insights, and sets expectations that allow for a brand to reach its biggest possible future
Serve as category and Client’s brand/business expert to BarkleyOKRP teams
Fosters team member agency relationships to maximize integration and collaboration in service of the client's goals
Proactively manages client expectations by partnering with Project Management to identify areas of risk and opportunity
Supports the overall Client Experience that delivers external strategic documents like Annual Planning and 360 Scorecard or internal performance tied to financial forecasting, Whole Brand Assessment and Team Annual Huddles
CREATIVE: Create conditions for project-based whole brand thinking. Protect the work
Understands the Whole Brand Spectrum and looks for opportunities where it can be applied to best support the client’s needs
Work closely with Director and VP/Client Experience to create a long-term plan for Whole Brand transformation and growth through projects that build the brand.
Contribute to the making of brave ideas by ideating with the team, bringing client insight, setting up correct expectations, aligning teams, connecting resource needs, and (pre)selling in the work

Account Supervisor - Brand Communications Team

Account Supervisor in New York City who is ready to take their career to the nex...

Location

United States , New York

Salary:

75000.00 - 90000.00 USD / Year

DKC

Expiration Date

Until further notice

Requirements

5-7 years experience working at a PR agency and/or an in-house communications team
A background in consumer goods, product launches, event and activation management focused in the lifestyle sector
Experience developing and executing media strategies and PR plans, with the interest to begin guiding strategic thinking and advising clients on key decisions
Skilled writer with a portfolio of successful pitches
Comfortable working in a fast-paced environment, managing multiple projects and accounts with excellent attention to detail and quality control
Can deliver excellent client service, being a reliable and proactive point of contact for both the client, teams and media
Maintains and actively develops significant media and industry relationships
Understands influencer landscape for paid and earned campaigns, staying current on emerging trends and cultural moments
Excited to provide mentorship, training and guidance to junior team members
Has a strong attention to detail to oversee account administration, i.e., reporting, inventory and list management

Job Responsibility

Step into a leadership role on accounts across CPG, wellness, beauty and family/parenting

What we offer

401K match
cell phone reimbursement
unlimited vacation and sick day policy
latest technology
welcoming environment
culture of fun, inclusivity and growth
employee committees focused on health & wellness, diversity and fun
hands-on approach to training and career growth

Fulltime

Client Onboard Sr Supervisor

The Client Onboard Sr Supervisor provides leadership and supervisory responsibil...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of experience preferred with corresponding supervisory experience
Finance or economics education background
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skills
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Supports the motivation of staff through constant interaction with the team
Ensures team delivers as per service level agreements
Understands client requirements and implements them correctly
Monitors customer satisfaction and service level and drives process changes

Fulltime

Client Operations Account Supervisor

Location

Hong Kong , Hong Kong

Salary:

Not provided

Collinson

Expiration Date

Until further notice

Requirements

Degree in Business Administration or related discipline
Minimum 5 years of working experience in operational and client administration preferably with at least 2 years at managerial level
Excellent project management skills
Experience in Account management or Sales Support/Administration, preferably with banking/finance sector
Excellent inter-personal, customer servicing and problem-solving skills
Assertive, initiative, methodical, detail-oriented, highly organized in work procedures
Excellent command of written and spoken English, Cantonese, Mandarin and Korean (TOPIK Level 5 is preferred)

Job Responsibility

Support in ensuring B2B accounts are set-up and administered efficiently and effectively
Lead and manage the day-to-day operations activities independently and provide excellent service to B2B accounts throughout the whole client life cycle on all aspects
Work closely with business development team and maintain close involvement and positive relationships with clients, third-party partners and global counterparts
Host / join client meetings as an SME in operations, and advise on best program construct, answer any operation related questions
Ensure B2B accounts are set-up and administered efficiently and effectively
Adhering to our processes, coordinate the on-boarding of new programs by setting up the appropriate details in the back-office system, ensuring client requirements are met in accordance with the agreements, performing end-to-end tests prior to implementing a new program
Coordinate with cross functional teams, collect and validate necessary documentations to ensure new programs are implemented within the SLA
Identify, investigate and resolve issues and troubleshoot problems for designated accounts
Understand contractual agreements and ensure these are fully adhered to and assess compliance to contractual requirements
Understand and meet SLA’s in a time pressured environment

What we offer

15 to 18 days Annual Leave
16 weeks Maternity / 14 days Paternity Full Paid Leave
Discretionary Bonus
Free Priority Pass Membership (unlimited airport lounge access)

Select Country

Client Reporting Team Supervisor

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?