Client Operations Manager
About the Company
- Leading Global Asset Management Firm
Responsibilities
- Participating in meetings with clients, account managers, and transition team members to capture and document client requirements for new account setups, custodian transitions, investment benchmark changes, and other portfolio events.
- Managing transition activities, including custodian transitions, in-kind transfer events, investment benchmark changes, new market openings, trading counterparty changes, and account terminations.
- Serving as the central coordinator across teams for portfolio events, addressing client queries and monitoring progress.
- Overseeing post-portfolio implementation to resolve any issues and coordinating requests for new markets, trading counterparties, and securities.
- Handling various operational tasks and processes on a daily basis.
Requirements
- 5-7 years of experience in transitions within an asset management firm or custodian.
- A bachelor's degree in a finance-related field.
- Excellent communication skills and the ability to adapt communication style to different audiences.
- Previous experience in client relationship management and project management.
- Proficiency in IT skills, including intermediate Excel skills; coding skills are a plus.
- Familiarity with regulatory requirements and experience in facilitating regulatory requests.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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