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- Tasks: Join us as a Client Services Associate, managing client cash and asset transfers with precision.
- Company: Be part of a highly regarded boutique Investment Management Company known for its exceptional service.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Make a real impact by ensuring smooth client transactions while enhancing your finance skills.
- Qualifications: 1-2+ years in financial operations preferred; strong communication and adaptability are key.
- Other info: Stay updated on industry regulations and contribute to process improvements.
The predicted salary is between 28800 - 48000 £ per year.
The Client is a highly regarded boutique Investment Management Company.
The Role: This is a great opportunity for an experienced Client Services Associate to play an integral role in delivering exceptional service to the firm's clients. The Client Services Associate will confidently undertake all aspects of Investment Administration relating to clients’ cash transfers and asset transfers, ensuring to follow all department procedures and controls. The Client Services Associate is to complete daily/weekly/monthly and yearly checks as well as managing both internal and external transfers, in and out of the firm. The Client Services Associate will investigate and resolve any failed or unmatched transfers ensuring the timely settlement of all transfer activities, whilst providing accurate valuation information to Investment Managers to assist with the efficient transition of client assets. The Client Services Associate will be expected to do daily reconciliations of settled/unsettled trades, liaising with external custodians and counterparties regarding any failing or unmatched transactions. The Client Services Associate will be expected to keep up to date with all changes within the industry which would be found relevant to the department and suggest process enhancements and get involved in projects where required.
The Candidate:
- Experience: 1-2+ years in operations within the financial services industry preferred.
- Experience in Investment Administration / Transfers.
- Investment Operations Certificate: Preferred, to evidence the individual knowledge of the whole industry and dedication to their own career.
- Regulatory Knowledge: A high level understanding of industry regulations including, but not limited to, CASS, MiFID II, COBS, and Consumer Duty.
- Self-motivated individual with the ability to plan and deliver to a schedule.
- Clear communicator with both strong written and verbal skills.
- Ability to adapt to changing environments and manage multiple priorities.
- Strong interpersonal skills and the ability to work collaboratively with various departments.
Client Services Associate , Transfers , Altus , Investment Operations employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate , Transfers , Altus , Investment Operations
✨Tip Number 1
Familiarise yourself with the key regulations mentioned in the job description, such as CASS and MiFID II. Understanding these will not only help you in interviews but also demonstrate your commitment to staying informed about industry standards.
✨Tip Number 2
Network with professionals in the investment operations field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 3
Brush up on your reconciliation skills, as this is a crucial part of the role. Consider doing some practice exercises or using online resources to enhance your understanding of trade settlements and transfers.
✨Tip Number 4
Prepare to discuss process enhancements you've implemented in previous roles. Being able to showcase your proactive approach to improving operations will set you apart from other candidates.
We think you need these skills to ace Client Services Associate , Transfers , Altus , Investment Operations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment administration and client services. Use specific examples that demonstrate your ability to manage cash and asset transfers, as well as your understanding of industry regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience in operations within the financial services industry and how it aligns with the responsibilities of the Client Services Associate position.
Highlight Regulatory Knowledge: In your application, emphasise your understanding of key regulations such as CASS, MiFID II, and COBS. This will show that you are well-versed in the compliance aspects of the role and can contribute to maintaining high standards.
Showcase Communication Skills: Since strong written and verbal communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues, especially in resolving issues related to transfers.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Industry Knowledge
Make sure to brush up on your understanding of industry regulations like CASS, MiFID II, and COBS. Being able to discuss these topics confidently will demonstrate your commitment and knowledge in the field.
✨Highlight Relevant Experience
Prepare specific examples from your previous roles that showcase your experience in investment administration and transfers. Discuss how you managed cash transfers and resolved any issues, as this will be crucial for the role.
✨Demonstrate Strong Communication Skills
Since the role requires clear communication with clients and various departments, practice articulating your thoughts clearly. You might even want to prepare a few scenarios where effective communication made a difference in your past work.
✨Be Ready to Discuss Process Improvements
Think about any process enhancements you've suggested or implemented in previous roles. Be prepared to discuss how you can contribute to improving operations at the company, showing your proactive approach and willingness to get involved in projects.
