Senior Client Operations Manager

1 month ago


London, Greater London, United Kingdom Mason Blake Full time

Mason Blake is seeking a Senior Client Operations Manager to join their team in London. The ideal candidate will have a strong background in operations within the investment management sector and be able to ensure the timely and consistent delivery of account opening documentation for new client accounts.

  • Initiate account record set-up for new accounts and/or portfolios and maintain existing account records.
  • Provide assistance and training to colleagues and act as a global expert for account record set-ups.
  • Coordinate the reconciliation of external transition management trade execution files for new or existing accounts.
  • Collaborate with Portfolio Management, Trading, and Investment personnel to facilitate transition events.
  • Maintain awareness of industry, custodian bank, and regulatory changes.

The successful candidate will have 5+ years' experience in an Operations role within the investment management sector and hold industry-relevant qualifications, such as IMC or CFA.



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