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For Companies At a Glance
- Tasks: Provide operational support and solutions to enhance client experience and resolve complex issues.
- Company: Wellington Management, a leading investment management firm with a collaborative culture.
- Benefits: Flexible work arrangements, diverse team, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in the financial services industry.
- Qualifications: 5 years in financial services, strong communication skills, and problem-solving abilities.
- Other info: Embrace a fast-paced environment with excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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 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 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.
Client Service Operations Analyst employer: Wellington Management
Contact Detail:
Wellington Management 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 us insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. We want to show that we align with their collaborative spirit and commitment to client service. Tailor your answers to reflect this!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online platforms. This will help us articulate our experience and skills confidently, especially around operational support and process improvement.
✨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 being part of the Wellington team.
We think you need these skills to ace Client Service Operations Analyst
Some tips for your application 🫡
Show Your Passion for Client Service: When writing your application, let us see your enthusiasm for client service. Share examples of how you've gone above and beyond to support clients in the past. This will help us understand your commitment to delivering excellent service.
Highlight Your Problem-Solving Skills: We love candidates who can tackle complex issues head-on. In your application, mention specific challenges you've faced in previous roles and how you resolved them. This will demonstrate your analytical skills and ability to think on your feet.
Tailor Your Experience to Our Needs: Make sure to align your experience with the responsibilities outlined in the job description. If you've worked with investment management or capital markets, highlight that experience. We want to see how your background fits with what we do!
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 shows you're proactive and keen to join our team!
How to prepare for a job interview at Wellington Management
✨Know Your Stuff
Make sure you brush up on your knowledge of capital market operations and the specific regulatory requirements relevant to the EMEA region. Being able to discuss these topics confidently will show that you're not just familiar with the industry, but that you also understand the nuances that come with it.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you've successfully resolved complex issues or improved processes. This role is all about operational support and solutions, so demonstrating your analytical and decision-making skills will be key to impressing the interviewers.
✨Communicate Effectively
Since this position involves working closely with various stakeholders, practice articulating your thoughts clearly and concisely. Whether it's verbal or written communication, being able to convey your ideas effectively will highlight your interpersonal skills, which are crucial for this role.
✨Emphasise Teamwork and Collaboration
Wellington Management values a collaborative culture, so be ready to discuss how you've worked in teams to achieve common goals. Share specific instances where your teamwork led to successful outcomes, as this will resonate well with their emphasis on independent thought and healthy debate.
