Errors in adding third-party data could result in financial penalties for a company. Examining compliance reports for multiple third-party data vendors in order to verify that they have been added correctly to a client’s account, following all necessary approvals.Working on a project to locate old contracts and order forms in order for them to be uploaded to a new system, which requires “detective work” and attention to detail.Going over multiple spreadsheets or reports about a client’s billing or product data in order to prepare for an upcoming order, or as part of a problem-solving task to fix major billing issues.There is also the analytical part of the job, which requires problem-solving skills, the ability to work independently and be detail-oriented. Since multiple groups are often involved in working on an issue or project, strong communication means that problems can be recognised quickly and orders completed without unnecessary delay, thus ensuring clients receive the best service possible. You need to be able to provide updates to clients, and follow-up with internal stakeholders. When working on a project for customers or solving issues for them, it is also important to possess good communication skills. Without good organizational skills, you could get lost with the hectic workload. ![]() A good OMS will need to go back and forth to these different tasks, with different people and teams contacting you throughout the day. I often worked on several tasks at the same time, for different clients and also on various internal projects. Good organizational skills are also needed to multi-task effectively. The OMS is often in charge of organizing the various teams working on a project or task, particularly when solving an issue for a client, or preparing complicated orders together. Team playerĬollaboration is necessary with various teams such as: It also helps to have, like myself, broad experience and knowledge in the finance sector. What are the qualities an OMS needs?Īs there are many different tasks that the OMS has to work on, the job requires a good combination of skills, such as collaboration skills and teamwork, organizational skills, communication skills, analytical skills and adaptability. There are also OMS positions in the medical diagnostic or life sciences sector, working for companies selling devices to hospitals and clinics. For example, in one of my previous jobs, I worked for a clothing brand, handling orders that would be sent to our customers, from large department store chains to small, independent shops. With the range of skills developed as an OMS, you can provide support in any industry that sells a product or service to customers. Strong knowledge of these tools allows you to answer customer queries about client’s order status or solve complex billing issues. ![]() It is also important to learn the various systems and tools used for these different areas of operation, such as: This requires you to become knowledgeable about different operational areas, including: A paramount positionĪside from processing client orders, one of the main responsibilities of the OMS is to serve as the client’s main point of contact. ![]() I present here, from my own work experience, a detailed description of the tasks and duties involved in this role. Responsibilities include back, middle and front-office duties. The OMS serves as the client’s main point of contact.Īn Order Management Specialist (OMS) is an administrative support role, particularly in the financial services sector.
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