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 a 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 enhance 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.
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.
What We’re Looking For
- 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.
Why Join?
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 employer: Jobs via eFinancialCareers
Join a dynamic and collaborative Global Client Services team where your expertise in managing separate account transitions will be valued. We offer a supportive work culture that prioritises employee growth, with opportunities for continuous improvement and professional development in a fast-paced international environment. Enjoy the benefits of working in a role that not only enhances your skills but also contributes to delivering exceptional client experiences across Europe and the Middle East.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Operations - eFinancialCareers
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We think you need these skills to ace Client Service Operations - eFinancialCareers
Some tips for your application 🫡
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How to prepare for a job interview at Jobs via eFinancialCareers
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