Operations & Service Executive (US Hours)

Proficient with IT and technology, including Microsoft 365 suite products (Excel, Outlook, Teams, Loop, etc) Proficient with 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

Serve as the first point of contact for general client inquiries and issues Assist in onboarding new clients, ensuring all documentation and compliance requirements are met Manage partner accounts and provide detailed information about purchases and account status Process transactions, perform data entry, and prepare and manage documentation related to transactions Maintain CRM and stock management databases Coordinate the receipt, storage, and distribution of precious metals Taking, processing and hedging orders through our bespoke Salesforce system Undertake data entry and provide clerical support for operations and projects Assist the wider team as necessary Providing top quality customer care, relationship management, database management, and logistical expertise