Cash Equity Client Service Associate in Bournemouth

The Cash Equities Middle Office Client Services Team is looking for a Cash Equity Client Service Associate to serve as the primary contact for clients and sales traders, handling all aspects of trade processing and related inquiries.

Key responsibilities include:

• Act as primary operations point of contact for sales, sales trading desks, and client operations teams, resolving queries or issues.
• Ensure prompt and accurate allocation of trades to relevant funds and issue accurate trade confirmations in line with client requirements.
• Manage pre-matching of transactions to ensure smooth settlement.
• Handle all client queries in a timely manner while proactively ensuring issues do not recur.
• Provide the Front Office with timely, accurate information regarding the status of problem trades.
• Complete all relevant control checks, escalating issues in a timely manner and maintaining audit trail.
• Continuously seek feedback on opportunities for improvement and provide feedback to other groups regarding process enhancements.
• Identify opportunities to continuously improve Straight Through Processing and quality of service delivered to clients; automate/streamline existing processes.
• Partner with the Commission Management Solutions team on any research commission queries.
• Partner with the Corporate & Investment Bank Account Oversight team concerning special handling and resolving any issues for priority clients.
• Provide subject‑matter expertise in partnership with technology and operations project teams.

Required Qualifications, Capabilities, and Skills:

• Well‑established client service skills with a positive attitude.
• Ability to work well as part of a team and also be results‑oriented and self‑motivated, proactively taking personal responsibility for tasks and actions.
• Capacity to think laterally and understand the big picture.
• Experience within operations.
• A flexible, organized, proactive attitude toward work with the ability to multitask and prioritize workload to meet daily deadlines.
• Excellent communication skills in all media.
• Ability to work well under pressure.
• Strong analytical and problem‑solving skills.
• Control mindset with risk awareness across the transaction lifecycle and strong attention to detail.

Preferred Qualifications, Capabilities, and Skills:

• Experience in the financial industry, preferably within an Investment Banking environment.
• Technical understanding of securities products is an advantage.

Equal Employment Opportunity Statement: We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants and employees’ religious practices and beliefs, as well as mental health or physical disability needs.