At a Glance
- Tasks: Join us in transforming client experiences and managing onboarding processes for institutional clients.
- Company: Allspring Global Investments, a leader in asset management with a focus on client satisfaction.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on continuous improvement and innovation.
- Why this job: Be at the forefront of client transition management and make a real impact.
- Qualifications: 10+ years in account onboarding or investment operations; strong communication skills required.
The predicted salary is between 60000 - 80000 £ per year.
- Overview
- The
Client Administration and Implementation Analyst at Allspring Global Investments is a unique opportunity to be at the forefront of institutional client transition management, onboarding, and client life cycle events.
This role is perfect for someone who is passionate about delivering superior client experiences and transforming operational processes.
You will be a vital contributor to our client service‑focused operations, ensuring efficiency, control, and exceptional client satisfaction.
We currently operate in a hybrid working model, whereby you will be required to work in‑office 4 days per week.
Location(s): London, UK
Responsibilities
- Facilitating smooth onboarding of institutional clients by collaborating with clients, partners, and internal team members.
This includes coordinating client agreements, conducting AML/KYC reviews, and ensuring compliance with investment guidelines.
- Identifying, logging, and tracking key elements of account setup, including unique reporting requirements, compliance restrictions, MFN's, fees, etc., and coordinating with key partners such as distribution enablement, operational support, or regulatory reporting.
- Independently manage client lifecycle events, including transitions of client custodians, handling client cash flows, and managing account terminations, ensuring all processes are completed flawlessly.
- Building strong business partnerships across various functions, including but not limited to portfolio managers, distribution, legal, risk, compliance, regulatory reporting, data, and technology.
- Acting as a central point of contact for a wide range of operational, regulatory, and administrative inquiries by supporting the team email inbox.
- Reviewing and interpreting legal contracts and agreements, as well as investment guidelines, presenting these elements in both internal and external communications.
- Continuously assessing and analyzing accounts for compliance, documentation exceptions, data quality, and maintenance of files and systems to minimize operational risk.
- Maintaining account master and retention of client and internal documentation that supports business processes.
- Analysing and resolving complex customer service, operational, and systems‑related issues, ensuring they are handled efficiently and effectively.
- Partnering with compliance, legal, and risk teams to comply strictly with all relevant regulatory requirements and compliance procedures.
- Contributing to institutional client operational due diligence questionnaires, ensuring all responses are precise and comprehensive.
- Improving processes & enhancing controls, specifically with the use of technology with a focus on Power Apps platform.
- Defining, and documenting procedures, and completing the tasks outlined in the Allspring Operations strategic plan.
- Anticipating and providing solutions to the most complex business and operations challenges, ensuring all issues are resolved successfully.
- Contributing to the long‑term vision of client, team member, operational, risk, cultural, and financial outcomes to be achieved with transformation.
- Ensuring flawless implementation of all compliance and regulatory requirements, and meeting service agreements with all collaborators and customers.
- Participating in ongoing reviews of end‑to‑end business processes to determine where we can simplify and create more efficiencies.
- Contributing to our continuous improvement program to ensure processes and procedures remain current and appropriate.
Qualifications
- Required Qualifications
- 10+ years experience in one or a combination of the following: institutional account onboarding, transition management / implementation, investment operations project management and/or strategic planning.
- Expertise in the asset management industry, specifically experience working with institutional clients.
- Experience working with investments, legal, operations, and distribution.
- Functional knowledge of Microsoft applications, including excel, word, outlook, Power Point and Copilot.
- Track record of building successful relationships and collaborating with business leaders and partners while driving for tangible results.
- Knowledge of investments including currency FX, multi asset solutions, alternatives, fixed income, and equity.
- Experience managing highly complex issues and shepherding solutions across teams.
- Proven ability to manage and mitigate risk and make sound decisions.
- Ability to drive change toward continuous improvement and excellence.
- Excellent verbal, written, and interpersonal communication skills.
- Strong planning and execution abilities.
- Experience leading efforts with multiple stakeholder groups.
- Ability to make timely and independent judgment decisions while working in a fast‑paced and results‑driven environment.
- Ability to work effectively in a team environment and across organizational levels, where influencing, flexibility, collaboration, and adaptability are critically important.
- Preferred Qualifications
- Functional knowledge of advanced Microsoft applications, including Power BI and Power Apps.
- Experience in workflow optimization, technology enhancements and process streamlining initiatives.
Compensation
- #LI-JD1
- #LI-Hybrid
- Disclosure
We are an Equal Opportunity/Affirmative Action Employer.
We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
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Client Administration and Implementation Analyst employer: Allspring Global Investments Holdings, LLC
Allspring Global Investments is an exceptional employer, offering a dynamic work environment in London that prioritises client satisfaction and operational excellence. With a strong focus on employee growth, we provide opportunities for continuous improvement and innovation, particularly through the use of technology like PowerApps. Our hybrid working model fosters a collaborative culture, ensuring that our team members thrive while delivering superior client experiences.
Contact Details:
Allspring Global Investments Holdings, LLC Recruitment Team
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