Institutional Client Operations Specialist

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

The Opportunity:

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including but not limited to: governments, pension funds, foundations and endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will have the opportunity to challenge yourself and grow by interacting with members of Senior Management, Research, Investment Ops, Finance and Legal, all while developing expertise surrounding Institutional asset management. You will report to the team leader of Institutional client operations.

You will develop the skills required to drive long-term projects relating to new Institutional clients, Institutional fund vehicles, Institutional client onboarding, and Institutional client service. You will learn nuances of regulatory regimes in over 20 countries, and develop the ability to converse intelligently with legal counsel and compliance officials both internally and externally. We are looking for someone who can build long-term internal and client-related projects. Within the first year, you will be adding value to our team by serving as subject-matter expert surrounding Institutional asset management, client onboarding, regulatory complexities, and internal process improvements.

The Day-to-Day:

• Be a point of contact for our Institutional client requests, ensuring our clients receive the best service possible
• Manage large cash flows
• Coordinate complex reporting requirements for our clients
• Onboard new accounts using the appropriate processes and procedures
• Manage the maintenance of Institutional fund vehicles by coordinating with custodians, internal teams and global regulatory bodies
• Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
• Understand and document the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations

Your Qualifications:

• Bachelor's degree or equivalent combination of education/experience
• 2-3 years professional experience in the financial services industry
• Familiar with securities, financial markets and institutional account types
• Experience with customer/client service
• Project management experience, ability to adjust workload based on priority, and passion with process improvements
• Professional, responsible, accountable, detail-oriented and motivated

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER