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- Tasks: Provide operational support and solutions to enhance client experience and resolve complex issues.
- Company: Join Wellington Management, a leader in investment management with a collaborative culture.
- Benefits: Enjoy a competitive salary, flexible work options, and opportunities for professional growth.
- Why this job: Make a real impact by optimising processes and enhancing service delivery for clients.
- Qualifications: 5 years in financial services, strong communication skills, and a proactive approach.
- Other info: Dynamic role with diverse tasks and excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
Based in EMEA, the Client Service Operations Analyst/Senior Client Service Operations Analyst will be part of the Client Service Operations (CSO) team. This role is within the larger ‘Client Operations’ group, which aims to foster a robust risk culture while enhancing our global support model to provide excellent service to both internal and external stakeholders. The CSO Analyst will act as a key contact for the Client Group, working closely with Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best-in-class operational support and solutions.
This role involves collaborating with colleagues across the firm to enhance the client experience, whilst simultaneously seeking opportunities to achieve scale via process optimization and to minimize operational risk. Additionally, the analyst will provide insights and guidance to ensure we find opportunities to leverage the enterprise technology tools available. The ideal candidate will possess a strong sense of responsibility, teamwork, and an enthusiastic approach to process improvement. This role is diverse and includes various day-to-day tasks.
RESPONSIBILITIES
- Provide operational support and solutions to client teams by analyzing and resolving complex issues and questions.
- Work with both internal and external stakeholders, including clients, vendors, custodians, and global teams, to ensure smooth delivery of services.
- Support specific geographies and client types (UCITS Funds, German KVG relationships, Sub advisory and European insurance clients).
- Utilize regional expertise and language skills to deliver support that aligns with EMEA client regulatory expectations and market practices.
- Develop breadth of knowledge across investment strategies and market operations, enhancing the firm's ability to serve its clients effectively.
- Develop and implement effective operational solutions, policies, and procedures to deliver high-quality service to key stakeholders, supporting new products and services.
- Identify and implement process improvements and best practices to enhance operational efficiency, quality, and scalability.
SKILLS / EXPERIENCE
- Minimum of 5 years of experience in the financial services industry, ideally within investment management, asset servicing / custodian banking.
- Solid understanding of capital market operations and associated regulatory requirements.
- Well-developed interpersonal, presentation and communication skills, both verbal and written.
- Effective decision-making, problem-solving and negotiation skills.
- Organized, self-starter who thrives in a fast-paced environment with rapidly changing priorities.
- Experience using productivity and Low code software tools will be advantageous (Copilot, Power Automate, Python, High Gear, Alteryx etc).
Not sure you meet 100% of our requirements? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Client Service Operations Analyst employer: Wellington Management Company
Contact Detail:
Wellington Management Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Wellington Management on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Wellington values collaboration and independent thought, so think of examples from your past that showcase these traits. We want to see how you fit into their team!
✨Tip Number 3
Practice your problem-solving skills! As a Client Service Operations Analyst, you'll need to tackle complex issues. Try mock interviews with friends or use online resources to sharpen your responses to tricky questions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at Wellington Management.
We think you need these skills to ace Client Service Operations Analyst
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in client service operations. We want to see how your skills align with the role, so don’t hold back on showcasing your achievements!
Showcase Your Problem-Solving Skills: As a Client Service Operations Analyst, you'll be tackling complex issues. Use your application to share specific examples of how you've successfully resolved challenges in the past. We love a good story!
Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the role, and make sure your passion for the position shines through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Wellington Management Company
✨Know Your Stuff
Make sure you brush up on your knowledge of capital market operations and the specific regulatory requirements relevant to the role. Being able to discuss these topics confidently will show that you're serious about the position and understand the industry.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex issues in previous roles. Think about times when you improved processes or resolved client concerns, as this will demonstrate your ability to provide operational support and solutions effectively.
✨Communicate Clearly
Since this role involves working with various stakeholders, practice articulating your thoughts clearly and concisely. You might want to do mock interviews with a friend to refine your presentation and communication skills, ensuring you can convey your ideas effectively.
✨Emphasise Teamwork and Enthusiasm
Highlight your experience working collaboratively in teams and your enthusiasm for process improvement. This role values teamwork, so sharing stories that illustrate your collaborative spirit will resonate well with the interviewers.
