At a Glance
- Tasks: Manage client onboarding and support reporting while liaising with various stakeholders.
- Company: Join Aon, a global leader in shaping better decisions for clients.
- Benefits: Enjoy hybrid work flexibility, competitive salary, and career growth opportunities.
- Other info: Gain exposure to a fast-paced investment operations environment with diverse responsibilities.
- Why this job: Be part of a dynamic team and make impactful contributions to client success.
- Qualifications: Strong project management skills and excellent communication abilities required.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking Client Implementation Associates to join our team in a hybrid capacity, with the flexibility to work remotely as well as from our Leeds offices. In this role, you will play a key part in managing changes to our existing client mandates and the onboarding of new clients and related managers/vendors. Additionally, you will support the end delivery of our reporting and manage and source responses to queries from wide ranging internal teams, and a range of external parties, including custodians, investment managers, auditors and administrators.
What the day will look like:
- You'll work across a range of our delegated investment clients, liaising with multiple internal and external parties at many different levels of seniority, to successfully onboard and amend client mandates.
- Managing a range of queries, requests and questions related to our delegated clients.
- Driving the on-boarding process for new clients, which includes coordination of legal and fund documentation, account set-up, AML/KYC checks and transition planning.
- Coordinating mandate changes (e.g. guidelines, benchmarks), manager allocations and other changes.
- Delivering completed reporting to client teams via our investment portals and through traditional delivery methods.
- Responding to information requests from clients and their auditors, consultants, actuaries, and administrators.
- Providing general ongoing client service support to our wider business.
- Maintaining operational procedure and control documentation for the business.
How this opportunity is different:
Being uniquely positioned, the UK Investment Operations team operates in a demanding, fast-moving environment, offering exposure to a dynamic, multi-asset fund-of-funds platform. This role provides a rare opportunity to work across a broad range of activities, with genuinely varied and intellectually interesting responsibilities. As you develop, you’ll take on increasing levels of ownership and gain direct involvement in high-profile areas of the business, such as our OCIO offering, creating a strong platform for progression and career growth.
Skills and experience that will lead to success:
- Excellent project and multi-task management skills are essential.
- You must be strong with workload organisation to stay on top of lots of complex moving parts.
- Excellent verbal and written communication skills, with the ability to convey complex information clearly and confidently.
- Strong interpersonal skills, with a proven ability to build and maintain effective relationships with internal stakeholders and external parties.
- High level of attention to detail, ensuring accuracy and consistency in all deliverables.
- Ability to work to tight deadlines.
- Ability to work as part of a team and on your own initiative.
- Experience working in an Operations team, ideally within financial services or a related investment environment.
Client Implementation Associate in Guiseley employer: Aon
At Aon, we pride ourselves on being an exceptional employer, offering a hybrid work model that allows our Client Implementation Associates the flexibility to thrive both remotely and in our vibrant Leeds office. Our inclusive culture fosters collaboration and innovation, providing ample opportunities for professional growth and development within a dynamic investment operations environment, where you can make meaningful contributions to client success while enjoying a supportive team atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Client Implementation Associate in Guiseley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Aon. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Implementation Associate in Guiseley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aon.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Aon's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Aon
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aon.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Aon will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Aon employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
