Investment Operations Investment Operations …

Logan Sinclair
in London, United Kingdom
Permanent, Full time
Last application, 06 May 21
Competitive
Logan Sinclair
in London, United Kingdom
Permanent, Full time
Last application, 06 May 21
Competitive
Our client is looking for someone to be responsible for managing the on-boarding and relationship management for the firms global clients.
  • Deliver the highest level of operational service to prospects and existing clients. 
  •  Build strong relationships with the sales teams to support efforts in these regions and enable them to effectively manage client relationships. 
  • Build strong relationships with functions such as Operations, Fund Accounting, Legal and Finance to ensure prospects and clients recieve the highest standard of operational support 
  • Manage the client onboarding process, working across sales, central services and clients/prospects to ensure queries and operational matters are quickly brought to a satisfactory conclusion 
  • Establish working relationships with third party partners to enable effective resolution of client queries
  • Develop an in-depth knowledge of product range and investment teams 
  • Maintain all client service related content on CRM systems. 

Requirements: 

  • Strong Operations experience (5+ years), knowing how to onboard and then administer platform and distributor relationships
  • Familiar with platform and distibutor subscriptions and redemptions management, fees, payment processing and operating models 
  • Familiar with onshore and offshore pooled investment vehicles and working with 3rd party administrators 
  • Excelled written and oral communication skills 
  • Regulatory knowledge, particularly UCITS
  • Knowledge of financial products and willing to deepen this understanding
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