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- Tasks: Support client teams by resolving complex issues and enhancing service delivery.
- Company: Wellington Management is a leading investment management firm with a collaborative culture.
- Benefits: Enjoy a hybrid work model with 4 days in-office and 1 day remote.
- Why this job: Join a dynamic team focused on process improvement and client satisfaction in a fast-paced environment.
- Qualifications: 5+ years in financial services, strong communication skills, and experience with productivity tools preferred.
- Other info: Diversity is valued; all qualified applicants are encouraged to apply.
The predicted salary is between 28800 - 48000 £ per year.
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Sr Client Operations Analyst
About Us
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 seeking opportunities to achieve scale via process optimization and to minimize operational risk. The analyst will also provide insights and guidance to leverage enterprise technology tools. The ideal candidate will have a strong sense of responsibility, teamwork, and enthusiasm for process improvement. The role 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 internal and external stakeholders, including clients, vendors, custodians, and global teams, to ensure smooth service delivery.
- Support specific geographies and client types (UCITS Funds, German KVG relationships, Sub advisory, and European insurance clients).
- Utilize regional expertise and language skills to support EMEA client regulatory expectations and market practices.
- Develop knowledge across investment strategies and market operations to serve clients effectively.
- Develop and implement operational solutions, policies, and procedures to deliver high-quality service, supporting new products and services.
- Identify and implement process improvements to enhance efficiency, quality, and scalability.
Skills / Experience
- Minimum of 5 years in the financial services industry, preferably in investment management, asset servicing, or custodian banking.
- Strong understanding of capital market operations and regulatory requirements.
- Excellent interpersonal, presentation, and communication skills, both verbal and written.
- Effective decision-making, problem-solving, and negotiation skills.
- Organized, self-motivated, and able to thrive in a fast-paced environment.
- Experience with productivity and low-code tools (e.g., Copilot, Power Automate, Python, High Gear, Alteryx) is advantageous.
Not sure if you meet all qualifications? We encourage you to apply if you believe you can excel in this role. We value diversity and consider a broad range of skills, experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures all qualified applicants receive equal consideration without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, and other protected characteristics. For accommodations, contact GMWTalentOperations@wellington.
Our employees work from offices 4 days a week with 1 day remote, supporting our mission to deliver investment excellence over the long term.
Job ID R92589
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Sr Client Operations Analyst employer: Wellington Management Company
Contact Detail:
Wellington Management Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sr Client Operations Analyst
✨Tip Number 1
Familiarise yourself with the specific operational processes and regulatory requirements in the EMEA region. Understanding the nuances of UCITS Funds and German KVG relationships will give you an edge during discussions with interviewers.
✨Tip Number 2
Showcase your experience with productivity and low-code tools like Power Automate or Python. Be prepared to discuss how you've used these tools to improve processes in your previous roles, as this aligns well with the responsibilities of the position.
✨Tip Number 3
Highlight your teamwork and collaboration skills. Since the role involves working closely with various teams, sharing examples of successful cross-departmental projects can demonstrate your ability to enhance client experiences.
✨Tip Number 4
Prepare to discuss your problem-solving and decision-making skills. Think of specific instances where you've resolved complex issues in a fast-paced environment, as this will resonate with the expectations of the hiring team.
We think you need these skills to ace Sr Client Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly in investment management or asset servicing. Emphasise your understanding of capital market operations and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your problem-solving skills and ability to work with diverse stakeholders, as well as your commitment to process improvement.
Highlight Relevant Skills: In your application, clearly outline your interpersonal, presentation, and communication skills. Provide examples of how you've effectively made decisions and solved problems in previous roles, especially in fast-paced environments.
Showcase Technical Proficiency: If you have experience with productivity and low-code tools like Python or Power Automate, make sure to include this in your application. Highlight any projects where you've used these tools to improve processes or enhance service delivery.
How to prepare for a job interview at Wellington Management Company
✨Understand the Company Culture
Before your interview, take some time to research Wellington Management's culture and values. They emphasise a collaborative environment and independent thought, so be prepared to discuss how you align with these principles and how you can contribute to their team.
✨Showcase Your Problem-Solving Skills
As a Sr Client Operations Analyst, you'll need to analyse and resolve complex issues. Be ready to share specific examples from your past experiences where you've successfully tackled challenges, particularly in financial services or investment management.
✨Highlight Your Technical Proficiency
Familiarity with productivity and low-code tools is advantageous for this role. Make sure to mention any experience you have with tools like Power Automate or Python, and be prepared to discuss how you've used them to improve processes in previous roles.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your decision-making and negotiation skills. Think of situations where you've had to collaborate with various stakeholders, and be ready to explain your approach and the outcomes.
