Global Institutional Client Operations & Onboarding

Fisher Investments; City of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prominent investment firm is seeking an Institutional Client Operations Specialist in London. This role involves managing client requests, large cash flows, and onboarding new accounts. The ideal candidate will have a Bachelor's degree and 2-3 years of experience in financial services, with strong client service skills and a knack for process improvements. Comprehensive benefits package offered, including health, retirement plans, and generous leave.

Benefits

100% paid premiums for health plans

28 days annual leave

Enhanced maternity pay

Retirement pension plan with company contribution

Gym subsidy

Employee Assistance Program

Qualifications

• 2-3 years professional experience in the financial services industry.
• Familiar with financial markets and institutional account types.

Responsibilities

• Point of contact for Institutional client requests ensuring optimal service.
• Manage large cash flows for clients.
• Coordinate complex reporting requirements for clients.
• Onboard new accounts using appropriate processes.

Skills

Project management

Customer/client service

Securities knowledge

Detail-oriented

Ability to manage workload

Education

Bachelor's degree or equivalent

Job description

A prominent investment firm is seeking an Institutional Client Operations Specialist in London. This role involves managing client requests, large cash flows, and onboarding new accounts. The ideal candidate will have a Bachelor's degree and 2-3 years of experience in financial services, with strong client service skills and a knack for process improvements. Comprehensive benefits package offered, including health, retirement plans, and generous leave.