At a Glance
- Tasks: Manage client account transitions and ensure a seamless onboarding experience.
- Company: Join a high-performing Global Client Services team in a collaborative environment.
- Benefits: Competitive salary, professional development, and the chance to work internationally.
- Other info: Opportunity for continuous improvement and career growth in operational excellence.
- Why this job: Take ownership of high-profile projects and make a real impact on client experiences.
- Qualifications: Experience with separate accounts and strong project management skills required.
The predicted salary is between 60000 - 80000 £ per year.
We are seeking an experienced and client-focused professional to join a high-performing Global Client Services team. This role is centered on the end-to-end management of separate (segregated) account transitions, ensuring a seamless client experience across onboarding, mandate changes, and account terminations.
The successful candidate will bring strong operational expertise, exceptional stakeholder management skills, and proven hands-on experience with separate (segregated) accounts. You will work closely with internal teams, clients, custodians, and other external parties to deliver efficient, well-controlled transition processes while driving continuous improvement across the function.
Key Responsibilities- Lead separate account transitions
- Manage the full lifecycle of separate (segregated) account activities, including onboarding, transitions, mandate amendments, and terminations for clients across Europe and the Middle East.
- Act as a client-facing operational lead
- Serve as a key operational contact for clients and external parties, representing Relationship Management in meetings related to onboarding and mandate updates.
- Drive project execution
- Apply project management best practices to coordinate cross-functional activities, manage stakeholders, monitor deliverables, and identify and mitigate risks proactively.
- Review agreements and documentation
- Lead the review of contractual and supplemental agreements with internal and external parties, ensuring operational readiness and alignment.
- Enhance processes and technology
- Contribute to the development of team procedures, process improvements, and the implementation of new or enhanced technologies to improve operational effectiveness.
- Provide subject matter expertise
- Act as a technical and process expert for separate (segregated) accounts, sharing best practices, lessons learned, and recommendations for continuous improvement.
- Extensive separate account experience
- Demonstrable, hands-on experience managing separate (segregated) accounts within an investment management or institutional client servicing environment is essential.
- Strong project management skills
- Proven ability to lead complex, cross-functional initiatives, manage competing priorities, and deliver high-quality outcomes on time.
- Excellent communication abilities
- Confident in engaging with clients, senior stakeholders, and external counterparties, with strong written and verbal communication skills.
- Operational and regulatory knowledge
- Good understanding of the legal, operational, compliance, and transition requirements associated with institutional investment mandates and separate accounts.
- Continuous improvement mindset
- A proactive approach to identifying efficiencies, enhancing processes, and contributing to team capability and knowledge development.
This is an opportunity to take ownership of high-profile client transitions within a collaborative, international environment. You’ll play a pivotal role in delivering an exceptional client experience while helping shape the future of operational excellence across the team.
Client Service Operations - eFinancialCareers in London employer: eFinancialCareers
Join a dynamic and client-focused team where your expertise in managing separate account transitions will be valued and nurtured. Our collaborative work culture fosters continuous improvement and innovation, providing you with ample opportunities for professional growth while working alongside talented colleagues across Europe and the Middle East. With a commitment to operational excellence, we offer a rewarding environment that prioritises both client satisfaction and employee development.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Operations - eFinancialCareers in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a role in client service operations. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and be ready to discuss how your experience with separate accounts aligns with their needs. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role involves engaging with clients and stakeholders, being articulate and confident is key. Consider mock interviews with friends or mentors to polish your delivery.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from motivated candidates. Plus, it shows you’re genuinely interested in joining our team and contributing to operational excellence.
We think you need these skills to ace Client Service Operations - eFinancialCareers in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your operational expertise and client management experience to show us you’re the right fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about client service operations. Share examples of how you've successfully managed separate account transitions or improved processes in previous roles.
Showcase Your Project Management Skills:Since project management is key for this role, be sure to include any relevant projects you've led. Describe your approach to managing stakeholders and delivering results, so we can see your proactive mindset in action.
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at eFinancialCareers
✨Know Your Stuff
Make sure you brush up on your knowledge of separate (segregated) accounts and the specific processes involved in managing them. Familiarise yourself with the key responsibilities outlined in the job description, so you can confidently discuss your relevant experience during the interview.
✨Showcase Your Project Management Skills
Be ready to share examples of how you've successfully led complex projects in the past. Highlight your ability to manage competing priorities and deliver high-quality outcomes on time, as this is crucial for the role. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Engage with Confidence
Practice your communication skills before the interview. You’ll need to engage with clients and senior stakeholders, so be prepared to demonstrate your strong verbal and written communication abilities. Think about how you can convey your ideas clearly and effectively.
✨Emphasise Continuous Improvement
Demonstrate your proactive mindset by discussing any past experiences where you identified efficiencies or enhanced processes. Share specific examples of how you contributed to team capability and knowledge development, as this aligns perfectly with what they’re looking for.
