Policyholder Servicing Specialist

at  PHOENIX group

Salary & Benefits: £50,000 - £65,000 + ( subject to experience) + Asset Management bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays, plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!
Job Type: Permanent
Hiring Manager : AM Operations Business Manager
Location: This role will be based in our Telford / Wythall / Edinburgh / London office, with some time spent working from home (c.2 days). You can read more about Phoenix Flex here.
We have an incredible opportunity to join us here at Phoenix Group as a Policyholder Servicing Specialist to join our AM Operations Team in the Asset Management COO function.

EXPERIENCE (ESSENTIAL)

• Proven experience in Asset Management or Investment Operations, with exposure to policyholder products.
• Strong knowledge and understanding of financial markets and the Phoenix Policyholder fund structure and Asset Management practices.
• Functional knowledge of end to end investment management technology / operating models, and downstream consumers / value chain.
• Proven ability to identify risks and implement mitigating controls over Policyholder business.
• Proficient use of MS Excel, Word and PowerPoint. Experience of Aladdin and INVista would be preferred.

Qualifications

• A degree is not required to apply for this role.

Skills & Personal Attributes

• Strong stakeholder management skills, with the ability to collaborate across, and influence a wide range of stakeholders, while maintaining effective relationships
• Self-starter and independent worker with strong sense of ownership, capable of delivering, driving and shaping results and to meet deadlines under pressure
• Able to offer sound approaches, alternatives and solutions to operationally support initiatives, as well as appreciating the benefits and risks to approaches
• Diligent working style with attention to detail and high standards for quality
• Excellent analytical and problem-solving skills
• Agility and vision to adapt processes in an ever-changing environment with a focus on continuous improvement

THE ROLE

You will be responsible for providing key operational support, input and guidance whilst acting as a link between AM Operations and Investment Operations teams to take on activities which currently sit between the two areas.
The core responsibilities of the role include providing dedicated support for Policyholder Front Office functions, managing the operational impact of, and establishing new processes to embed new strategies and initiatives introduced by the Business.
A key focus will be on ensuring accurate setup and ongoing maintenance of Policyholder fund structuring via key internal systems, which will require working closely with Business Analysts, IT and Data Management teams to ensure effective data stewardship is maintained in INVista and Aladdin.
The incumbent will support the Head of AM Operations and Policyholder Operations Manager in designing and implementing processes in support of the overall Asset Management strategy, and acting as a “Subject Matter Expert” (SME) in relation to policyholder-related operational activities. You will contribute significantly towards ensuring the team delivers benefit to Asset Management in the form of efficiency gains and a strong risk and control environment across this important asset and fund structure.