Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Be the go-to person for daily queries and client onboarding.
- Company: Join a dynamic team in the asset management sector.
- Benefits: Enjoy a fixed-term contract with potential for growth and learning.
- Why this job: Gain hands-on experience in financial operations while collaborating with diverse teams.
- Qualifications: Ideal for those with a background in institutional operations or client service.
- Other info: This role offers a chance to enhance your skills in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ per year.
This is a 12 month fixed term contract.
Core Duties:
- Serve as a primary point of contact for day-to-day operational queries from institutional clients.
- Support onboarding of new clients, including documentation and system setup.
- Work alongside Custodians and Third-Parties.
- Coordinate trade processing, settlement, cash movements, and corporate actions with internal teams and external counterparties.
- Ensure all client instructions are executed accurately and in a timely manner.
- Perform regular reconciliations and resolve breaks in coordination with custodians and fund administrators.
- Maintain and improve internal processes to enhance efficiency and mitigate operational risk.
- Collaborate closely with Relationship Managers, Compliance, Legal, and Technology teams.
Essential Requirements:
- Experience in institutional operations, client service, or a similar role.
- Experience working in asset management (preferred) or a custodian bank.
- Strong understanding of financial markets, securities processing, and settlement life cycles.
- Proficiency with operational systems and tools.
- High attention to detail.
- Excellent communication and interpersonal skills, with the ability to build strong client and internal relationships.
- Ability to manage multiple priorities and work effectively under pressure.
- A strong educational background.
Institutional Client Operations (12-Month Fixed-Term Contract) employer: William Rose Associates
Contact Detail:
William Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Operations (12-Month Fixed-Term Contract)
✨Tip Number 1
Familiarise yourself with the specific operational processes and systems used in institutional client operations. Understanding the nuances of trade processing, settlement, and cash movements will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the asset management and custodian banking sectors. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your knowledge of financial markets and securities processing. Being able to discuss current trends and challenges in these areas will demonstrate your expertise and enthusiasm for the role.
✨Tip Number 4
Prepare to showcase your communication and interpersonal skills during the interview. Think of examples where you've successfully built relationships with clients or resolved conflicts, as these are crucial for the role.
We think you need these skills to ace Institutional Client Operations (12-Month Fixed-Term Contract)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in institutional operations and client service. Emphasise any roles you've had in asset management or with custodians, as this will resonate well with the job description.
Craft a Compelling Cover Letter: In your cover letter, address how your skills align with the core duties of the role. Mention specific examples of how you've successfully managed operational queries or improved processes in previous positions.
Highlight Relevant Skills: Clearly outline your understanding of financial markets and securities processing. Use specific terminology from the job description to demonstrate your familiarity with the industry and operational systems.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that your communication is clear and professional, reflecting the excellent interpersonal skills required for the role.
How to prepare for a job interview at William Rose Associates
✨Know Your Financial Markets
Make sure you brush up on your understanding of financial markets and securities processing. Being able to discuss these topics confidently will show that you have the necessary background for the role.
✨Demonstrate Client Service Skills
Prepare examples from your past experiences where you've successfully handled client queries or improved client relationships. This will highlight your ability to serve as a primary point of contact effectively.
✨Showcase Attention to Detail
Be ready to discuss how you ensure accuracy in your work, especially when it comes to executing client instructions and performing reconciliations. Providing specific examples can help illustrate this skill.
✨Prepare for Team Collaboration Questions
Since the role involves working closely with various teams, think of instances where you've collaborated with others. Be prepared to explain how you communicate and coordinate with different departments to achieve common goals.
