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Service & Operations Executive
The Pure Gold Company. Assist in onboarding new clients and ensure documentation and compliance requirements are met .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in client onboarding, account management, and compliance within the financial and precious metals sectors. Excels in customer service, administration, and database management while maintaining attention to detail and adaptability in a dynamic environment.
Highest-signal resume keywords
Client OnboardingSalesforce ProficiencyPrecious Metal Markets KnowledgeCustomer Service ExcellenceData Entry and Transaction Processing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryTransaction ProcessingCRM ManagementInventory ManagementMicrosoft365 SuiteSalesforceDocumentation ComplianceLogistical SupportPurchase Order ManagementInvoice Management
Soft Skills
Attention to DetailOrganisational SkillsMultitasking AbilitiesVerbal CommunicationWritten Communication
Tools & Technologies
Microsoft ExcelMicrosoft OutlookMicrosoft TeamsSalesforceDatabase Management Systems
Industry Keywords
Precious MetalsFinancial MarketsInvestment MarketsComplianceOperational Records
About the role
Key responsibilities & impact- Assist in onboarding new clients and ensure documentation and compliance requirements are met
- Manage client accounts and provide detailed information about investments and account status
- Handle client inquiries and issues while maintaining positive ongoing relationships
- Provide customer care, relationship management, database management, and logistical support
- Process transactions, perform data entry, and prepare and manage purchase orders, invoices, and contracts
- Maintain CRM and stock management databases with accurate inventory and operational records
- Coordinate receipt, storage, and distribution of precious metals, including secure and timely transportation
- Take, process, and hedge orders through the bespoke Salesforce system
- Provide administration and support for operations and projects
- Assist the wider team as necessary
Requirements
What you’ll need- Proficient with IT and technology, including Microsoft365 suite products (Excel, Outlook, Teams, Loop, etc.) and Salesforce (or equivalent)
- Experience, or interest in, precious metal markets and wider financial/investment markets
- Organised planner with excellent administration skills, attention to detail, and multitasking abilities
- Logical thinker with a thorough and diligent approach to prioritising work
- Process oriented to ensure compliance across multiple jurisdictions
- Proactively delivers excellent customer service and solutions
- Resilient and adaptable to working in a growth environment
- Quick learner comfortable working autonomously when required
- Team player with willingness to pitch in to help others
- Ability to work under pressure and flexibility to cope with changing priorities
- Confident verbal and written communicator
- Good time-management and planning skills
- Confident expressing an opinion and challenging when appropriate
- Successful candidates must satisfactorily complete pre-employment screening, including credit, criminal records, and sanctions checks
Benefits
Comp & perks- Monday to Friday, 9 am – 5.30 pm (1-hour lunch break)
- Generous pension scheme
- Hybrid working schedule (2 days remote, 3 days in central London office)
- 25 days annual leave, plus bank holidays
- An extra day of holiday for your Birthday
- An extra day to volunteer
- Private Healthcare & Health Cash Plan
- Christmas closing (confirmed annually)
- Regular Company Days and social activities
- Discounted gym membership
- Electric vehicle leasing scheme
- Cycle to work scheme
- Generous family leave policies
- A positive, ambitious, and rewarding culture
- Coaching and mentoring
- Flexible working
- Employee wellbeing support
- Career progression opportunities
- Pre-employment screening including credit checks, criminal records checks, and sanctions checks