Institutional Client Operations (12-Month Fixed-Term Contract)
Institutional Client Operations (12-Month Fixed-Term Contract)

Institutional Client Operations (12-Month Fixed-Term Contract)

Temporary 36000 - 60000 £ / year (est.) No home office possible
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This is a 12 month fixed term contract

Core Duties:

  • Serve as a primary point of contact for day-to-day operational queries from institutional clients.
  • Support onboarding of new clients, including documentation and system setup.
  • Work alongside Custodians and Third-Parties.
  • Coordinate trade processing, settlement, cash movements, and corporate actions with internal teams and external counterparties.
  • Ensure all client instructions are executed accurately and in a timely manner.
  • Perform regular reconciliations and resolve breaks in coordination with custodians and fund administrators.
  • Maintain and improve internal processes to enhance efficiency and mitigate operational risk.
  • Collaborate closely with Relationship Managers, Compliance, Legal, and Technology teams.

Essential Requirements:

  • Experience in institutional operations, client service, or a similar.
  • Experience working in asset management (preferred) or a custodian bank.
  • Strong understanding of financial markets, securities processing, and settlement life cycles.
  • Proficiency with operational systems and tools.
  • High attention to detail.
  • Excellent communication and interpersonal skills, with the ability to build strong client and internal relationships.
  • Ability to manage multiple priorities and work effectively under pressure.
  • A strong educational background.

Institutional Client Operations (12-Month Fixed-Term Contract) employer: William Rose Associates

As an employer, we pride ourselves on fostering a collaborative and dynamic work culture that prioritises employee growth and development. Located in a vibrant financial hub, we offer our team members access to extensive training opportunities, competitive benefits, and the chance to work alongside industry experts in institutional client operations. Join us for a rewarding career where your contributions directly impact our clients and the broader financial landscape.
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Contact Detail:

William Rose Associates Recruiting Team

Institutional Client Operations (12-Month Fixed-Term Contract)
William Rose Associates
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