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For Companies At a Glance
- Tasks: Manage Client Order Management activities and enhance operational processes.
- Company: Join a dynamic firm focused on asset management for institutional clients.
- Benefits: Enjoy a hybrid work model with competitive pay and growth opportunities.
- Why this job: Be part of a team that values reliability, compliance, and continuous improvement.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Ideal for those who thrive in fast-paced, changeable environments.
The predicted salary is between 43200 - 72000 £ per year.
We’re recruiting for a Third Party Dealing Manager to manage Client Order Management activities for the firm’s Asset Management institutional client base. You will be supporting the execution of core activities in a changing and dynamic environment, ensuring the provision of a superlative service which supports and stays aligned with operational and strategic goals, with an emphasis on reliability and compliance as the foundation of all operational efforts.
What you’ll be doing:
- Developing and maintaining effective Client and Service Provider relationships, working closely with relevant parties to ensure service provision supports team’s objectives/goals.
- Managing the resolution of day-to-day operational issues or errors and resolve anomalies to ensure high-level of customer service and accurate transactions.
- Taking ownership, designing and enhancing operational processes in conjunction with appropriate systems to support functional processing. Participation in change initiatives representing the needs of the department.
- Proactively identify process improvements, service and risks to ensure client service is robust to meet capacity and stakeholder requirements.
- Robust support and implementation of projects/initiatives.
- Continuously review of team procedures, policies, and systems. Recommend and lead the creation and automation of operational processes and procedures to ensure continuous improvement.
- Maintaining procedure manuals, task lists and Risk Maps as necessary and ensure procedural enhancements are implemented and communicated to team members as required.
- Continuously review controls to ensure in line with current business processes.
- Maintaining detailed knowledge of fund platform operation processes and system.
- Evaluating the system integrity to ensure its robust and trusted in order to support the departments objectives to enable an efficient operational service delivery in compliance with regulatory requirements.
- Examining and evaluating departmental processes and procedures to ensure client service is maintained by prioritising work input/output.
Qualifications:
- Strong track record in managing/leading high risk and transactional based functions.
- Previous financial services exposure, ideally in an operational environment.
- Have a strong understanding of fund management and investment operations processes.
- Strong ability to follow policies and procedures with ability to manage risk.
- Microsoft Excel intermediate to advanced level.
- Strong communication skills both written and verbally, with an ability to successfully articulate issues clearly and logically.
- A proven track record of being flexible, adaptable, and able to multi-task in a fast paced and changeable environment.
Third Party Dealing Manager | Cardiff, UK | Hybrid employer: Non-disclosed
Contact Detail:
Non-disclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Third Party Dealing Manager | Cardiff, UK | Hybrid
✨Tip Number 1
Familiarise yourself with the latest trends in asset management and client order management. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a dynamic environment.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those involved in fund management and investment operations. Attend industry events or join relevant online forums to build connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved operational processes in previous roles. Highlighting your experience in managing high-risk functions will show that you can handle the responsibilities of the Third Party Dealing Manager position.
✨Tip Number 4
Brush up on your Microsoft Excel skills, especially if you have intermediate to advanced knowledge. Being able to demonstrate your proficiency in data analysis and reporting can set you apart from other candidates.
We think you need these skills to ace Third Party Dealing Manager | Cardiff, UK | Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing client order management activities and operational processes. Use specific examples that demonstrate your ability to handle high-risk functions and your understanding of fund management.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the job requirements, particularly your strong communication skills and ability to manage risk in a fast-paced environment.
Highlight Relevant Skills: Emphasise your proficiency in Microsoft Excel and any other relevant software or tools. Provide examples of how you've used these skills to improve operational processes or enhance service delivery in previous roles.
Showcase Problem-Solving Abilities: Include instances where you've successfully resolved operational issues or improved processes. This will demonstrate your proactive approach and ability to adapt to changing environments, which is crucial for this role.
How to prepare for a job interview at Non-disclosed
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, particularly in operational environments. Understanding fund management and investment operations processes will give you an edge during the interview.
✨Demonstrate Problem-Solving Skills
Be prepared to discuss how you've managed day-to-day operational issues in the past. Share specific examples where you resolved anomalies or improved processes, showcasing your ability to maintain high levels of customer service.
✨Showcase Communication Skills
Strong communication is key for this role. Practice articulating complex issues clearly and logically. You might be asked to explain a challenging situation, so think of examples that highlight your verbal and written communication skills.
✨Emphasise Adaptability
This position requires flexibility in a fast-paced environment. Be ready to share instances where you've successfully adapted to change or managed multiple tasks simultaneously, demonstrating your ability to thrive under pressure.
