Client Services Senior Associate

2 weeks ago

London, Greater London, United Kingdom eFinancialCareers Full time

Position Responsibilities
Our client is looking for someone to join the Client Services team as a Senior Associate.

Key Responsibilities include:

  • Supporting the Client Operations leadership team in overseeing the Associates in the London Client Service Team and ensuring client investments are implemented in a timely and accurate manner across all asset classes. This includes reviewing executioninstructions (private placement subscription documents, hedge fund dealing documents), directing the execution of mutual funds, foreign exchange and ETF trades, and reviewing account opening documentation as well as assessing and determining weekly prioritiesacross the team.
  • Owning a small portfolio of complex clients and managing the trade execution and client servicing requirements of these clients.
  • Owning and building the daytoday relationship with external custodians and brokers. Ensuring we receive best execution. Monitoring and assessing service levels, ensuring investments are correctly transacted and settled in an accurate and timely manner.
  • Working with the Transformation Office on operationalrelated strategic and tactical projects. Assessing internal controls and recommending improvements to strengthen our operational risk environment, increasing efficiencies and avoiding errors.
  • Monitoring adherence to all processes and procedures to ensure that the company remains compliant with all regulatory requirements, and that we fulfil our fiduciary requirements to our clients.
  • Monitoring client currency exposures to ensure FX hedges remain effective on an ongoing basis. Preparation of detailed forward foreign exchange contract instructions as necessary in order to adjust and obtain the client's required underlying currencyexposure within their portfolios.
  • Coaching and mentoring junior staff. Holding regular oneonone meetings with assigned Client Service team members as well as engaging in our annual Performance Development process. Providing team updates to the Head of London Client Operations where necessary
  • Be degree educated, and ideally with a professional qualification recognised within the financial sector.
  • Have at least 35 years of experience of working within Financial Services.
  • Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook.
  • Be an articulate selfstarter with strong analytical and organisational skills.
  • Be able to prioritise daily workloads whilst working efficiently and accurately under pressure.
  • Be able to multitask in a fastpaced investment environment.
  • Demonstrate a high level of attention to detail and be very comfortable working with numbers.
  • Have a high degree of integrity and professionalism and be a collaborative "team player".
  • Have strong problem solving abilities must be able to evaluate and interpret numerical data in order to spot potential errors in complex trade execution plans.
  • Have an understanding of the execution of mutual funds, ETFs, direct fixed income, foreign exchange, and alternative investment products.
  • Have an understanding of UK tax reporting requirements.
  • Have a good grasp of account opening procedures and relevant FCA guidelines around supporting documentation and KYC requirements.

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