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- Tasks: Support Dutch clients with operational tasks and ensure smooth transitions.
- Company: Columbia Threadneedle Investments offers diverse career growth in a global investment firm.
- Benefits: Enjoy flexible working options and a commitment to work-life balance.
- Why this job: Join a collaborative team focused on delivering top-notch client service and making an impact.
- Qualifications: Experience in asset management and client service is essential; Dutch language skills are a plus.
- Other info: Opportunity for professional development in a supportive and inclusive environment.
The predicted salary is between 28800 - 48000 £ per year.
Where you’ll fit in & what our team goals are… In this non-client facing role you will work as part of the Netherlands Client Services team alongside our Client Managers to provide day to day support to institutional Dutch clients investing in the full spectrum of Columbia Threadneedle Investment product range. How you\’ll spend your time… Operational contact for Client Management teams, clients and clients’ administrators and custodians Undertake the operational aspects of client transition organising timely account set up or changes with CTI’s outsource provider thereby contributing to the overall effective transition process Conduct Know Your Client and Anti Money Laundering reviews escalating to the specialist AML team where required Oversee timely and accurate data delivery Manage cash flows and communicate to stakeholders as required Answer client’s operationally focused queries as they arise Work as part of a team providing cover for clients when required Participate in weekly rota tasks such as mailbox monitoring, monthly/quarterly reporting deliverables etc. Undertake 4-eye checks on processing activities undertaken by colleagues To be successful in this role you will have… Established experience and a good understand of Asset Management, specifically client service and investment operations Proven working knowledge/experience of AML Awareness of the financial services industry, product types, markets, and instruments Excellent interpersonal skills able to communicate effectively at all levels with the business and externally Close attention to detail Team working Liaising, questioning and facilitating Analytical skills Commitment to the delivery of a first class service. If you also had this, it would be great… Experience working with Dutch Institutional clients Dutch language skills desirable LDI and Fiduciary experience desirable IMC or similar desirable About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you\’ll find growth and career opportunities across all of our businesses. We\’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients\’ specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Investment Management #J-18808-Ljbffr
Client Services Operations Associate employer: Threadneedle group
Contact Detail:
Threadneedle group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Operations Associate
✨Tip Number 1
Familiarise yourself with the specific operational processes related to client transitions in asset management. Understanding how account setups and changes are managed will give you an edge during discussions with our team.
✨Tip Number 2
Brush up on your knowledge of Anti Money Laundering (AML) regulations and practices. Being able to discuss your understanding of AML in relation to client services will demonstrate your readiness for this role.
✨Tip Number 3
Showcase your interpersonal skills by preparing examples of how you've effectively communicated with various stakeholders in previous roles. This will highlight your ability to work collaboratively within a team.
✨Tip Number 4
If you have experience with Dutch institutional clients, be ready to discuss it in detail. Highlighting this experience can set you apart from other candidates and align you closely with our team's needs.
We think you need these skills to ace Client Services Operations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management and client services. Emphasise any specific roles or projects where you managed client transitions or conducted AML reviews.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of the financial services industry and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Clearly outline your analytical skills, attention to detail, and interpersonal abilities. Provide examples of how you've successfully communicated with clients or stakeholders in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this role.
How to prepare for a job interview at Threadneedle group
✨Understand the Role
Make sure you have a clear understanding of the Client Services Operations Associate role. Familiarise yourself with the operational aspects of client transitions, AML reviews, and data delivery. This will help you answer questions confidently and demonstrate your knowledge of the responsibilities.
✨Showcase Your Experience
Be prepared to discuss your established experience in asset management and client service. Highlight any relevant work with Dutch institutional clients or your knowledge of AML processes. Specific examples will make your experience more relatable and impressive.
✨Demonstrate Interpersonal Skills
Since this role requires excellent communication skills, think of examples where you've effectively communicated with various stakeholders. Be ready to showcase your ability to liaise and facilitate discussions, as well as how you handle operational queries.
✨Emphasise Teamwork and Attention to Detail
This position involves working closely with a team and ensuring accuracy in operations. Prepare to discuss how you contribute to team success and provide examples of how your attention to detail has positively impacted your previous roles.
