Job Description
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Subject Matter Expert
Department: Operations
Reports to: Team Leader
Role
Act as a Subject Matter Expert supporting both the team and the team leader. Provide ongoing quality monitoring and coaching in order to improve the teams performance and actively seek improvements to satisfy our customer needs.
Core Duties And Responsibilities
- Lead advanced quality review activities and compile comprehensive data sets to support complaint analysis, trend identification, reconciliation exceptions and broader performance insights across multiple reconciliation streams.
- Provide day to day oversight and control ownership
- Support training and knowledge transfer from US teams
- Act as escalation points and quality control leads
- Be client / stakeholder facing where required
- Partner closely with the Quality Control & Workflow Manager to interpret quality metrics, identify systemic performance gaps, and deliver targeted coaching, process guidance and best‑practice recommendations to elevate team capability.
- Be flexible with the shift timings.
- Conduct in‑depth investigations into operational losses, perform root‑cause analysis and apply corrective and preventive action (CAPA) methodologies, ensuring all remediation steps are fully implemented and validated.
- Perform detailed complaint reviews and trend analysis on recurring quality issues, implementing sustainable actions to mitigate future risk and strengthen operational stability.
- Provide advanced training, coaching, and technical support to new and experienced team members, ensuring the team maintains strong subject‑matter expertise and adapts to evolving business and regulatory expectations.
- Support the QC & Workflow Manager in managing the quality function, contributing to planning, reporting, audit readiness, and operational oversight.
- Collaborate effectively with U.S. and offshore teams to reduce unnecessary escalations, improve first‑pass resolution rates, and strengthen cross‑team alignment.
- Ensure all reconciliation activities comply with internal quality policies, information‑security standards, and the organizations integrated management system, maintaining a strong control mindset.
- Support operational deliverables by performing a wide range of reconciliation and quality‑related tasks, adapting to shifting business priorities.
- Maintain advanced technical knowledge of reconciliation processes, regulatory requirements, systems and tools, proactively adjusting to changes in the U.S. regulatory environment.
- Provide timely, actionable feedback to team members and ensure key learnings, trends and best practices are shared across the broader team.
- Contribute to achieving and sustaining high‑quality performance targets, including accuracy benchmarks, audit readiness and compliance metrics.
- Promote team motivation, accountability, and operational discipline through strong communication, leadership behaviours and SME‑level guidance.
- Ensure strict adherence to procedures, policies and integrated management system requirements in all reconciliation and quality‑control activities.
- Deliver high‑quality recommendations for process improvements, support change management efforts, and ensure clear communication across all impacted stakeholders.
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The candidate should demonstrate the following experience, skills and behaviours:
- Strong reconciliation experience across complex operational processes, with the ability to review, challenge and improve existing controls, outputs and team performance.
- Proven experience of working with cash stock processes and associated controls, including monitoring movements, identifying breaks, investigating issues and ensuring accurate resolution within required timeframes.
- Strong books and records experience, with a clear understanding of the importance of record integrity, control evidence, balance accuracy and the impact of unreconciled items on downstream reporting and risk.
- Demonstrable focus on quality, control discipline and continuous improvement, with the confidence to identify root causes, challenge poor practice and drive higher standards across the team.
- Strong sense of ownership and accountability, with the ability to act as an escalation point, make sound decisions and support the Team Leader in managing risk, priorities and delivery.
- Ability to produce clear, concise and structured written output, including technical commentary, issue summaries, trend analysis and control reporting suitable for both operational and stakeholder audiences.
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.
Skills
ReportingIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Equiniti Group plc is a British-based outsourcing business focused on financial and administration services. It is listed on the London Stock Exchange.The business has its origins in the share registration business of Lloyds TSB which was bought out from Lloyds by Advent International, a private equity institution, in 2007. The company was the subject of an initial public offering in October 2015. In July 2017 it announced the acquisition of the share registration business of Wells Fargo.
On 30 July 2020, the company announced its intention to rebrand as "EQ". In April 2021 Siris Capital made an offer worth £661 million for the company. The transaction was completed on 10 December 2021.
Equiniti is a prominent technology-led service provider, focusing on finance and administration for organizations worldwide. Specializing in a broad array of services, including share registration, pension administration, and investment services, Equiniti caters to a diverse clientele across various sectors. The company’s reputation for delivering comprehensive and innovative solutions places it at the forefront of the financial services industry. For those considering an Equiniti career, this represents a prime opportunity to work with advanced financial technologies and administrative solutions, offering a pathway to engage in meaningful and impactful work.
Pursuing a career at Equiniti means joining a dynamic team committed to excellence, innovation, and customer satisfaction. The company is deeply invested in creating a workplace that champions diversity, inclusivity, and professional growth. Equiniti careers are designed to support employees in their pursuit of innovation, backed by extensive learning and development programs. This approach ensures that careers at Equiniti are more than just jobs; they are opportunities for comprehensive personal and professional advancement. It’s an environment where every employee is encouraged to reach their full potential.
Important dates & deadlines?
Application Deadline
15 Aug 26, 04:55 PM IST
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