Customer and Partner Operations Specialist
| Dyddiad hysbysebu: | 16 Rhagfyr 2025 |
|---|---|
| Oriau: | Llawn Amser |
| Dyddiad cau: | 07 Ionawr 2026 |
| Lleoliad: | London |
| Gweithio o bell: | Hybrid - gweithio o bell hyd at 3 ddiwrnod yr wythnos |
| Cwmni: | The Association of Accounting Technicians (AAT) |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
At AAT it’s our mission to make it possible for more people to experience the opportunities a career in finance brings, through our accessible qualifications and supportive community.
We are the UK’s leading qualification and professional membership body for vocational accountants. We pride ourselves on providing practical qualifications that meet the needs of both employers and employees, as well as products and services to support our members and customers throughout their careers.
Term: Permanent
Location: We have hybrid working in place, with 1-2 days per week, in our office in Canary Wharf.
We’re looking for someone detail-oriented, proactive, and passionate about delivering exceptional customer and partner experiences. You will thrive in a fast-paced environment, balancing accuracy with efficiency while ensuring every interaction reflects AAT’s commitment to excellence.
What exactly will you be doing?
As a Customer and Partner Operations Specialist, you will play a key role in delivering AAT’s core operational activities and second-line escalations. You will ensure processes are completed accurately and within agreed timeframes, while acting as a subject matter expert and mentor to new team members. Working closely with internal teams, customers, and partners, you will help improve service delivery and enhance overall satisfaction.
You will be part of a team that values collaboration and operational excellence, supporting AAT’s mission to remain agile and effective.
Major objectives
Your major objectives will include:
Deliver assigned operational processes and specialist tasks efficiently and accurately
Provide second-line support by investigating and resolving customer issues
Mentor new team members and act as a subject matter expert
Identify pain points and recommend solutions to improve customer and partner experience
Maintain accurate records and ensure compliance with policies and data protection
Collaborate with internal teams to resolve complex enquiries
Support change initiatives and keep process documentation up to date
What are we looking for?
Proven experience in data management, analysis, forecasting, and budget planning.
Strong verbal and written communication skills
Active listening and problem-solving abilities
Experience in customer service and multi-channel support
Ability to manage multiple priorities and meet deadlines
Knowledge of CRM systems and digital platforms
Attention to detail and a proactive, results-driven mindset
Experience mentoring or supervising staff (desirable)
Process improvement knowledge or certifications (desirable)
If you’re committed to delivering high standards of customer care and want to make a real impact in a dynamic team, we’d love to hear from you. The interviews for this role is likely to be after 15 January 2026.
What are the benefits?
At AAT we believe in treating our staff well and this is reflected in our wide-ranging benefits, which include:
Hybrid working (1-2 days per week in our London office) and opportunities for further flexible working.
25 days’ annual leave, increasing one day per year up to a maximum of 30 days plus bank holidays.
Great pension scheme, life assurance and critical illness cover.
Health cash plan.
Enhanced maternity and shared parental leave contributions of up to 6 months’ full pay depending on the length of service.
Regular wellbeing initiatives.
Cycle2Work scheme and much more.
Closing date: The planned closing date for this role is 7 January 2026 at 17.00, however, we reserve the right to close the role earlier than planned.
It’s an exciting time to join AAT and we would love you to join us on our journey. In 2023 we achieved one-star company status in the Best Companies survey and we have recently launched our strategy to 2030.
We are committed to being an inclusive and welcoming place to work. We encourage applications from diverse candidates and make recruitment decisions based on skill and experience. We have a Diversity and Inclusion (D&I) Champions group, which leads on our D&I strategy and organise events to celebrate and raise awareness. We are a disability-confident committed employer and have signed up to the Race at Work Charter. We have also signed up for the Women in Finance Charter and in 2022 we exceeded our target for appointing females into senior positions.
Come and help us to make AAT an even better place to work!
Interested?
To apply please upload a copy of your CV and fill your application online.
We are the UK’s leading qualification and professional membership body for vocational accountants. We pride ourselves on providing practical qualifications that meet the needs of both employers and employees, as well as products and services to support our members and customers throughout their careers.
Term: Permanent
Location: We have hybrid working in place, with 1-2 days per week, in our office in Canary Wharf.
We’re looking for someone detail-oriented, proactive, and passionate about delivering exceptional customer and partner experiences. You will thrive in a fast-paced environment, balancing accuracy with efficiency while ensuring every interaction reflects AAT’s commitment to excellence.
What exactly will you be doing?
As a Customer and Partner Operations Specialist, you will play a key role in delivering AAT’s core operational activities and second-line escalations. You will ensure processes are completed accurately and within agreed timeframes, while acting as a subject matter expert and mentor to new team members. Working closely with internal teams, customers, and partners, you will help improve service delivery and enhance overall satisfaction.
You will be part of a team that values collaboration and operational excellence, supporting AAT’s mission to remain agile and effective.
Major objectives
Your major objectives will include:
Deliver assigned operational processes and specialist tasks efficiently and accurately
Provide second-line support by investigating and resolving customer issues
Mentor new team members and act as a subject matter expert
Identify pain points and recommend solutions to improve customer and partner experience
Maintain accurate records and ensure compliance with policies and data protection
Collaborate with internal teams to resolve complex enquiries
Support change initiatives and keep process documentation up to date
What are we looking for?
Proven experience in data management, analysis, forecasting, and budget planning.
Strong verbal and written communication skills
Active listening and problem-solving abilities
Experience in customer service and multi-channel support
Ability to manage multiple priorities and meet deadlines
Knowledge of CRM systems and digital platforms
Attention to detail and a proactive, results-driven mindset
Experience mentoring or supervising staff (desirable)
Process improvement knowledge or certifications (desirable)
If you’re committed to delivering high standards of customer care and want to make a real impact in a dynamic team, we’d love to hear from you. The interviews for this role is likely to be after 15 January 2026.
What are the benefits?
At AAT we believe in treating our staff well and this is reflected in our wide-ranging benefits, which include:
Hybrid working (1-2 days per week in our London office) and opportunities for further flexible working.
25 days’ annual leave, increasing one day per year up to a maximum of 30 days plus bank holidays.
Great pension scheme, life assurance and critical illness cover.
Health cash plan.
Enhanced maternity and shared parental leave contributions of up to 6 months’ full pay depending on the length of service.
Regular wellbeing initiatives.
Cycle2Work scheme and much more.
Closing date: The planned closing date for this role is 7 January 2026 at 17.00, however, we reserve the right to close the role earlier than planned.
It’s an exciting time to join AAT and we would love you to join us on our journey. In 2023 we achieved one-star company status in the Best Companies survey and we have recently launched our strategy to 2030.
We are committed to being an inclusive and welcoming place to work. We encourage applications from diverse candidates and make recruitment decisions based on skill and experience. We have a Diversity and Inclusion (D&I) Champions group, which leads on our D&I strategy and organise events to celebrate and raise awareness. We are a disability-confident committed employer and have signed up to the Race at Work Charter. We have also signed up for the Women in Finance Charter and in 2022 we exceeded our target for appointing females into senior positions.
Come and help us to make AAT an even better place to work!
Interested?
To apply please upload a copy of your CV and fill your application online.