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- Tasks: Lead operational support for EMEA clients, enhancing their experience and managing priorities.
- Company: Join a dynamic financial services firm focused on client excellence and innovative solutions.
- Benefits: Enjoy a collaborative culture, mentorship opportunities, and a commitment to equity in the workplace.
- Why this job: Be part of a team that drives impactful change and supports diverse client needs across EMEA.
- Qualifications: 10+ years in financial services with expertise in investment management and relationship management.
- Other info: We value fairness and are dedicated to making our recruitment process accessible for everyone.
The predicted salary is between 43200 - 72000 £ per year.
Key Responsibilities:
- Develop and implement effective operational support solutions and best practices for EMEA clients, enhancing the client experience.
- Cultivate and maintain senior relationships with clients, vendors, custodians, and internal teams globally.
- Serve as a senior operational point of contact for EMEA client group teams, expertly managing priorities and deadlines.
- Partner across Investment Services, Technology, and Client Group teams to drive process optimisation and advance operational support models.
- Oversee process improvement initiatives, including offshoring and enhancing legacy workflows to minimise risk and create scale.
- Monitor, assess, and communicate operational risk trends, keeping abreast of market, client, regulatory, and custodian factors.
- Mentor and support junior team members, sharing expertise and fostering a collaborative environment.
- Provide subject matter expertise on EMEA-specific client needs, such as UK Sub advisory, UCITS Funds, German KVG, UK FSA, and European insurance clients, ensuring regional nuances are fully understood and supported.
Essential Qualifications/Experience:
- At least 10 years’ experience in financial services, with advanced knowledge of investment management operations and custodian bank processes.
- Demonstrated ability in relationship management and stakeholder engagement at senior levels.
- Strong partnership skills, adept at collaborating across multiple teams and disciplines.
- Thorough understanding of investment operations, capital markets, custody, accounting/recordkeeping, and foreign exchange transactions.
- Up-to-date knowledge of local regulatory requirements across EMEA.
- Proven experience in initiating and managing operational change, using sound risk analysis and mitigation techniques.
- Excellent communication, organisational, and decision-making abilities.
- Strong business judgement and ability to synthesise complex issues while balancing competing objectives.
- Energetic, passionate, and client-focused with a commitment to service excellence.
Due to the volume of applications we receive, we may only be able to respond to those who meet the listed criteria. At our company, we prioritise equity throughout the recruitment process. We are committed to fairness and equal opportunity for all candidates. If there’s anything we can do to make the process more accessible to you, please don’t hesitate to let us know.
Senior Client Operations Specialist employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Operations Specialist
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in EMEA operations. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in investment management.
✨Tip Number 2
Familiarise yourself with the specific regulatory requirements across EMEA, particularly those related to UK Sub advisory and UCITS Funds. This knowledge will not only enhance your understanding but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing operational change and risk analysis. Be ready to provide examples of how you've successfully implemented process improvements in previous roles, as this will showcase your ability to drive operational excellence.
✨Tip Number 4
Highlight your relationship management skills by preparing anecdotes that illustrate your ability to engage with senior stakeholders. This will be crucial in demonstrating your fit for a role that requires cultivating and maintaining senior relationships.
We think you need these skills to ace Senior Client Operations Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly in investment management operations and relationship management. Use specific examples that demonstrate your ability to manage senior relationships and drive operational change.
Craft a Compelling Cover Letter: In your cover letter, emphasise your passion for client service and your commitment to excellence. Mention your understanding of EMEA-specific client needs and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: Clearly outline your skills in process optimisation, risk analysis, and stakeholder engagement. Use bullet points to make these stand out, ensuring they align with the essential qualifications mentioned in the job description.
Showcase Your Knowledge: Demonstrate your up-to-date knowledge of local regulatory requirements across EMEA in your application. This could be through specific examples of how you've navigated these regulations in past roles or projects.
How to prepare for a job interview at Leverton Search
✨Showcase Your Experience
With at least 10 years in financial services, be ready to discuss specific examples of your experience in investment management operations. Highlight your knowledge of custodian bank processes and how you've successfully navigated complex situations.
✨Demonstrate Relationship Management Skills
Prepare to share instances where you've cultivated senior relationships with clients and stakeholders. Emphasise your ability to engage effectively at all levels, showcasing your partnership skills across various teams.
✨Discuss Process Improvement Initiatives
Be ready to talk about your experience in initiating operational change. Share examples of how you've used risk analysis to enhance workflows and minimise risks, particularly in the context of offshoring or optimising legacy processes.
✨Understand EMEA-Specific Needs
Familiarise yourself with the nuances of EMEA client needs, such as UK Sub advisory and UCITS Funds. Be prepared to discuss how your up-to-date knowledge of local regulatory requirements can benefit the company and its clients.
