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- Tasks: Support client teams by resolving complex issues and enhancing the client experience.
- Company: Wellington Management is a leading investment management firm with a collaborative culture.
- Benefits: Enjoy flexible remote work options and a supportive team environment.
- Why this job: Join a diverse team focused on process improvement and operational excellence in finance.
- Qualifications: 5+ years in financial services, strong communication skills, and a proactive mindset required.
- Other info: We value diverse backgrounds and encourage all candidates to apply.
The predicted salary is between 48000 - 72000 £ per year.
Sr Client Operations Analyst
Wellington Management Company London, United Kingdom
Wellington Management Company London, United Kingdom
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 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 analysing 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 qualifications? 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.
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Sr Client Operations Analyst | London, UK 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 | London, UK
✨Tip Number 1
Familiarise yourself with the specific investment strategies and market operations relevant to the role. Understanding the nuances of UCITS Funds and German KVG relationships will give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work in client operations or investment management. Engaging with current employees at Wellington Management through platforms like LinkedIn can provide valuable insights and potentially a referral.
✨Tip Number 3
Brush up on your knowledge of productivity and low-code software tools mentioned in the job description. Being able to discuss how you've used tools like Power Automate or Python in past roles can demonstrate your readiness to contribute effectively from day one.
✨Tip Number 4
Prepare to showcase your problem-solving and decision-making skills through real-life examples. Think of situations where you successfully resolved complex issues or improved processes, as these experiences will resonate well with the interviewers.
We think you need these skills to ace Sr Client Operations Analyst | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, 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 how your background aligns with their needs, particularly your experience in client operations and process improvement.
Highlight Relevant Skills: In your application, clearly outline your interpersonal, presentation, and communication skills. Provide examples of how you've effectively solved problems or negotiated in past roles, as these are key competencies for the position.
Showcase Technical Proficiency: If you have experience with productivity and low-code software tools, make sure to mention this in your application. Highlight any specific projects where you used tools like Power Automate or Python to improve processes.
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 collaboration 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 experience where you've successfully tackled challenges, particularly in financial services or investment management.
✨Highlight Your Technical Proficiency
Familiarity with productivity and low-code software tools is advantageous for this role. Make sure to mention any relevant experience you have with tools like Power Automate or Python, and be prepared to discuss how you've used them to improve processes.
✨Prepare for Behavioural Questions
Expect questions that assess your teamwork, communication, and decision-making skills. Use the STAR method (Situation, Task, Action, Result) to structure your responses, ensuring you provide clear and concise examples that demonstrate your capabilities.
