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- Tasks: Support client and asset migration in a dynamic operational role.
- Company: Leading asset/wealth management organisation with a focus on integration.
- Benefits: Hybrid working, competitive pay, and valuable industry experience.
- Why this job: Be the backbone of operations during exciting periods of change.
- Qualifications: Experience in asset management operations and strong Excel skills.
- Other info: Join a supportive team and enhance your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
6-Month Contract | Asset / Wealth Management Operations | London (Hybrid)
We are supporting a large asset / wealth management organisation undergoing a structured client and asset migration as part of a wider integration programme. As a result, we are looking to appoint an experienced Migration Support Administrator on a 6-month contract.
This role will particularly suit someone who has worked in an operational or middle-office support role within an asset manager, wealth manager or investment platform, and who is comfortable supporting high-volume, regulated operational activity with accuracy and control. You will likely have worked in operations, customer support, relations or administration.
The Role
This is a hands-on operational support role, embedded within a migration programme but firmly rooted in day-to-day asset/wealth operations. You will support the orderly movement of client accounts and assets, ensure documentation and data are complete and accurate, and act as a key administrative support to programme and operations leads.
The role requires someone who understands how asset management operations actually work: controls, audit trails, client communications and exception handling rather than a purely PMO or change-only background.
Key Responsibilities
- Providing administrative and coordination support across client and asset migration waves
- Maintaining detailed trackers covering client accounts, documentation status, issues and dependencies
- Supporting and tracking client communications (letters/emails), including mail merges and response logging
- Acting as a point of contact for operational client queries during the migration process
- Handling inbound and outbound client calls and emails, escalating issues where required
- Coordinating and checking operational documentation (e.g. transfer forms, KYC/AML, terms of business)
- Ensuring clean audit trails, version control and evidence capture throughout the migration
- Managing shared mailboxes and query queues, triaging and resolving issues efficiently
- Producing operational MI and progress reporting for programme and operations management
- Supporting readiness activity ahead of migration events, including checklists and call lists
Required Background & Experience
- Previous experience in asset management, wealth management or investment platform operations
- Strong fit for candidates from middle office, operations administration or client operations support roles
- Comfortable working with client accounts, assets, transfers and regulated operational processes
- Advanced Excel skills and confidence working with large, sensitive datasets
- Experience supporting client communications within a regulated financial services environment
- Used to working in non-BAU, high-volume operational periods with tight deadlines
Skills & Attributes
- Highly organised, methodical and detail-driven
- Strong operational mindset with a focus on accuracy and control
- Confident communicator, able to deal professionally with client queries
- Calm, reliable and delivery-focused in pressured environments
- Strong sense of ownership and accountability
Contract Details
- Contract Length: 6 months
- Location: London (hybrid working | 3 days in office /2 remote)
- Start: ASAP / by agreement
This role is ideal for someone who has sat inside an asset or wealth management operations function and enjoys being the dependable operational backbone during periods of change.
Operational Support/ Wealth Management in City of London employer: MDM Consultants Limited
Contact Detail:
MDM Consultants Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operational Support/ Wealth Management in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset and wealth management space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its migration processes thoroughly. Be ready to discuss how your previous experience aligns with their operational needs. We want you to shine and show them you’re the perfect fit for their team!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the best candidate for the job.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for you. Keep an eye on our listings and make sure your application stands out by tailoring it to each role.
We think you need these skills to ace Operational Support/ Wealth Management in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in asset management or operational support, and don’t forget to mention any relevant skills like advanced Excel proficiency. We want to see how you fit into our world!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this migration support role. Share specific examples of your past experiences that align with the job description. Let us know why you’re excited about joining our team!
Showcase Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on, just like we do in our operations!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at MDM Consultants Limited
✨Know Your Operations Inside Out
Make sure you brush up on your knowledge of asset management operations. Understand the key processes, controls, and documentation involved in client account migrations. This will help you answer questions confidently and demonstrate that you’re the right fit for the role.
✨Showcase Your Attention to Detail
Since this role requires a strong focus on accuracy and control, be prepared to discuss specific examples from your past experience where your attention to detail made a difference. Highlight any instances where you maintained clean audit trails or managed sensitive datasets effectively.
✨Prepare for Client Communication Scenarios
As a point of contact for operational client queries, you’ll need to communicate clearly and professionally. Think of potential client scenarios you might face during the migration process and practice how you would handle them. This will show your ability to manage client relationships under pressure.
✨Demonstrate Your Organisational Skills
Being highly organised is crucial for this role. Prepare to discuss how you manage multiple tasks and priorities, especially during high-volume periods. You could even bring along a sample tracker or checklist you’ve used in the past to illustrate your methodical approach.
