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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, competitive salary, 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: Diverse environment with a commitment to equal opportunity and career development.
The predicted salary is between 36000 - 60000 ÂŁ 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-inâclass 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 dayâtoâday 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.
- Wellâdeveloped interpersonal, presentation and communication skills, both verbal and written.
- Effective decisionâmaking, problemâsolving and negotiation skills.
- Organized, selfâstarter who thrives in a fastâpaced 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 in London employer: Wellington Management
Contact Detail:
Wellington Management Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Client Service Operations Analyst in London
â¨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 might just get your foot in the door.
â¨Tip Number 2
Prepare for the interview by understanding their operations inside out. Brush up on capital market operations and think about how your experience aligns with their needs. Show them youâre not just another candidate!
â¨Tip Number 3
Practice your problem-solving skills! Be ready to tackle hypothetical scenarios related to client service operations. Theyâll want to see how you think on your feet and handle complex issues.
â¨Tip Number 4
Donât forget to apply through our website! Itâs the best way to ensure your application gets seen. Plus, it shows youâre serious about joining the team at Wellington Management.
We think you need these skills to ace Client Service Operations Analyst in London
Some tips for your application đŤĄ
Show Your Passion: When writing your application, let your enthusiasm for the role shine through. We want to see that youâre genuinely excited about the opportunity to work with us and contribute to our client service operations.
Tailor Your CV: Make sure to customise your CV to highlight relevant experience in financial services and client operations. We love seeing how your background aligns with what we do, so donât hold back on showcasing your skills!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your writing is easy to read and gets straight to the heart of your qualifications and experiences.
Apply Through Our Website: We encourage you to apply directly through our website. Itâs the best way for us to receive your application and ensures youâre considered for the role. Plus, itâs super easy to do!
How to prepare for a job interview at Wellington Management
â¨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 not just interested in the position, but that you understand the industry.
â¨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you've successfully resolved complex issues or improved processes. This is key for a Client Service Operations Analyst, so having concrete examples ready will help you stand out.
â¨Communicate Effectively
Since this role involves working with various stakeholders, practice your communication skills. Be clear and concise in your responses, and donât hesitate to ask clarifying questions if needed. This shows that youâre engaged and willing to collaborate.
â¨Emphasise Teamwork and Adaptability
Highlight your ability to work in a fast-paced environment and adapt to changing priorities. Share experiences where youâve worked as part of a team to achieve a common goal, as this aligns well with the collaborative culture they value.
