Operational Excellence Specialist

Job Summary

• Develop an innovative operational process that will set a business on a path of continuous growth.
• Incrementally improve existing processes, products, and services over time.

Role and Responsibilities / หน้าที่ความรับผิดชอบ

• Handle operational tasks that customers cannot yet complete through the system — e.g., name changes, asset confirmation letters, etc.

• Manage daily and monthly operations for securities, mutual funds, Thai and international stocks, and other investment products, such as stock transfers, reconciliation of fund transfers, and asset verification.

• Collaborate closely with Customer Service and Product Owner teams to resolve customer issues and analyze data to identify long-term system-based solutions.

• Analyze recurring customer and operational issues to propose process improvements that enhance convenience, reduce errors, and create smoother workflows.

Qualifications / คุณสมบัติ

• Bachelor’s degree in Finance, Economics, or related fields.

• Experience in operations or customer service within the financial or investment industry is an advantage.

• Strong communication skills in both Thai and English.

• Detail-oriented, patient, and excellent at problem-solving.

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง

• Knowledge of investment, investment life cycle, and processes