At a Glance
- Tasks: Manage client onboarding and changes, liaising with various stakeholders.
- Company: Join Aon, a global leader in shaping better decisions.
- Benefits: Hybrid work model, competitive salary, and career progression opportunities.
- Other info: Exciting role with exposure to diverse investment activities.
- Why this job: Be part of a dynamic team making impactful decisions in finance.
- Qualifications: Strong communication skills and project management experience 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.
- You will be 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.
- A good understanding of all major asset classes, and of different pooled and segregated investment structures.
- A basic understanding of pension funds.
Client Implementation Associate in Leeds employer: Aon
Aon is an exceptional employer, offering a hybrid work environment that promotes flexibility and work-life balance from our Leeds offices. Our inclusive culture fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development within a dynamic investment operations team. Join us to be part of a mission-driven organisation that values trust and empowers you to make impactful decisions for our clients and their investments.
StudySmarter Expert Advice🤫
We think this is how you could land Client Implementation Associate in Leeds
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. We can’t stress enough how personal connections can give you the inside scoop on job openings and company culture.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client implementation. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. We want to see how you handle pressure and keep everything on track.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Aon.
We think you need these skills to ace Client Implementation Associate in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Implementation Associate role. Highlight relevant experience, especially in project management and client service, to show us you’re the perfect fit for our team.
Craft a Compelling Cover Letter:Your cover letter should tell us why you want to join StudySmarter and how your skills align with the job description. Be genuine and let your personality shine through – we love to see enthusiasm!
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your written application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Aon
✨Know Your Client Implementation Basics
Before the interview, brush up on the key responsibilities of a Client Implementation Associate. Understand the onboarding process, AML/KYC checks, and how to manage client mandates. This will help you speak confidently about your knowledge and show that you're ready to hit the ground running.
✨Show Off Your Communication Skills
Since this role involves liaising with various stakeholders, practice articulating complex information clearly. Prepare examples of how you've successfully communicated in past roles, especially in high-pressure situations. This will demonstrate your ability to convey important details effectively.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple tasks and projects simultaneously. Share specific strategies or tools you use to stay organised, as this is crucial for the role. Highlight any experience you have in fast-paced environments to show you can thrive under pressure.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client queries. Think of scenarios where you had to resolve issues or manage changes effectively. Use the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your skills.
