At a Glance
- Tasks: Join us as a Client Operations Analyst and ensure smooth onboarding for clients.
- Company: Ocorian, a global leader in fund services and compliance solutions.
- Benefits: Flexible hybrid work, competitive salary, and opportunities for professional growth.
- Other info: Be part of a supportive team that values collaboration and ethical practices.
- Why this job: Make a real impact by helping clients navigate complex challenges with your skills.
- Qualifications: Ideal for those with a background in compliance or administration and strong attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Purpose of the Job
Reporting to the Business Compliance and Operations Officer the Client Operations Analyst is responsible for the accurate and timely processing of operational queues while ensuring adherence to documented policies, procedures, and compliance requirements. This is a junior, hands-on role suited to an individual with a compliance, risk, or regulated-environment background who demonstrates strong attention to detail and a commitment to quality outcomes.
Main Responsibilities
- Execute CDD and KYC processes for new client onboardings, periodic reviews, and trigger events
- Work allocated queues across three Americas offices, ensuring tasks are completed within agreed SLAs and quality standards
- Perform customer due diligence, including identification, verification of clients and related parties
- Complete periodic and event-driven reviews in line with regulatory and internal policy requirements
- Ensure all activities are completed in accordance with AML/KYC policies, procedures, and regulatory expectations
- Maintain accurate and complete client records and documentation
- Identify and flag potential risks, inconsistencies, or control gaps
- Manage workload effectively across multiple jurisdictions and service lines
- Prioritise tasks based on risk, deadlines, and business needs
- Maintain clear and timely updates within workflow systems
- Contribute to meeting team productivity and quality targets
- Liaise with front office, Compliance, and Operations teams across the Group
- Respond to queries and provide updates on case status
- Support alignment between regional execution and Group standards
- Apply a high level of attention to detail to ensure records are complete, compliant, and audit-ready
- Support quality assurance, reviews, and remediation activities as required
- Develop a working understanding of core Operations workflows and associated risk controls
- Assist management with general operational and administrative tasks as required
Qualifications Required
- Background or experience in risk, compliance, administration, or regulated environments
- Strong attention to detail and ability to follow structured procedures
- Good organisational and time management skills
- Strong written and verbal communication skills
- Proficiency in Microsoft Office applications; workflow systems experience is an asset
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com. We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
Client Operations Analyst in Hamilton employer: Ocorian
Ocorian is an exceptional employer that fosters a culture of collaboration and support, empowering employees to thrive in their roles as Client Operations Analysts. With a commitment to professional growth, Ocorian offers comprehensive training and development opportunities, ensuring that team members can enhance their skills while contributing to the success of over 8,000 clients globally. Located in Hamilton, the company provides a dynamic work environment that values integrity, ambition, and client-centric solutions, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Operations Analyst in Hamilton
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you answer questions confidently and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you articulate your experiences clearly and effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in leaving a positive impression. Plus, it shows your enthusiasm for the role and keeps you on their radar.
We think you need these skills to ace Client Operations Analyst in Hamilton
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Operations Analyst role. Highlight your experience in compliance, risk, or regulated environments, and show us how your skills align with our values.
Show Off Your Attention to Detail:Since this role requires a strong focus on detail, give us examples of how you've demonstrated this in previous roles. Whether it's through your work in KYC processes or maintaining accurate records, we want to see it!
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and structure your thoughts logically. This will help us understand your qualifications and how you can contribute to our team.
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Ocorian
✨Know Your Compliance Basics
Make sure you brush up on your knowledge of compliance, risk, and KYC processes. Understanding the fundamentals will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Demonstrate Attention to Detail
Since this role requires a strong attention to detail, be prepared to discuss examples from your past experiences where you successfully managed complex tasks or identified potential risks. Highlighting these instances will showcase your suitability for the position.
✨Showcase Your Organisational Skills
The ability to manage multiple tasks effectively is crucial. During the interview, share specific strategies you use to prioritise your workload and meet deadlines. This will demonstrate your organisational skills and readiness for the fast-paced environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's operations and how they align with compliance standards. This shows your curiosity and eagerness to understand the role better, which aligns perfectly with the company’s values of collaboration and ambition.
