AVP/VP Client Operations Specialist

Delta Capita; City Of London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated AVP Client Operations Specialist to join their dynamic Client Lifecycle Management Services team. This role offers the chance to work with leading financial institutions, ensuring efficient client onboarding and project management. You will engage with various stakeholders, resolve complex issues, and streamline operations to enhance the client experience. With a focus on continuous improvement, this position provides an exciting opportunity to contribute to innovative solutions in the financial services sector. If you thrive in a fast-paced environment and are passionate about delivering exceptional client service, this role is perfect for you.

Qualifications

• Experience in Client Onboarding and Trade Support within Investment Banking.
• Strong stakeholder management and problem-solving abilities.

Responsibilities

• Input data attributes into internal systems and ensure business requirements are met.
• Manage onboarding and migration projects for large mandates.

Skills

Client Onboarding

Sales Support

Trade Support

Project Management

Stakeholder Management

Problem Solving

Data Management

Analytical Skills

Communication Skills

Time Management

Education

BA/BSc degree (2:1 preferred)

Tools

Excel

PowerPoint

Visio

Smartsheet

Job description

AVP/VP Client Operations Specialist

London

This is a great opportunity to join Delta Capita’s fast-growing Client Lifecycle Management (CLM) Services Business, working with some of the world’s leading financial institutions.

Our Client Lifecycle Management (CLM) Services provide end-to-end capabilities to help organizations optimize the management of their client lifecycle. Our CLM team combines extensive experience with domain expertise in delivering client onboarding, supported by an ecosystem of proprietary technology accelerator solutions.

We are looking for an experienced AVP Client Operations Specialist to join our Client Lifecycle Management (CLM) Managed Service Business.

To learn more about our CLM department, click here: Client Lifecycle Management Delta Capita.

Your role

Are you a highly motivated individual with strong work ethics, looking for a challenging role in a dynamic environment? Do you have an aptitude for understanding complex business rules and the ability to think on your feet? Are you passionate about enabling and delivering an exceptional client experience?

Responsibilities:

• Inputting all data attributes into internal systems, including SSIs, Markets, Portfolio Managers, Regulatory fields, in relevant trading and electronic trading systems.
• Ensuring business requirements are fulfilled and completed within strict timeframes.
• Project management of onboarding and migration for large mandates and fund portfolios, from gathering client specifications, setting up data in trade capture and e-trading systems, business readiness testing, to production go-live.
• Connecting to third parties such as SWIFT, custodians, external managers, and accounting agents.
• Liaising with internal departments to resolve related bottlenecks.
• Communicating with sales representatives, clients, brokers, and custodians to resolve queries promptly.
• Handling escalations and issues from sales and clients, providing solutions and guidance.
• Engaging proactively with stakeholders to advise on issue resolution, client reporting, capacity, and risks.
• Identifying opportunities to streamline operations and optimize the client journey.
• Assisting in defining procedures, processes, standards, and best practices for efficiency and continuous improvement.
• Producing key MI reports internally and externally to monitor metrics and inform stakeholders.

Skills and Experience

• Experience in Client Onboarding, Sales Support, Trade Support, Pre-Trade Management, Account Opening, eTrading, Connectivity, and Client Services within a Front Office Investment Banking/Asset Management and regulatory environment.
• Good understanding of the Client and Trade Lifecycle.
• Strong stakeholder management, excellent communication skills, time management, problem-solving ability, and multi-tasking skills.
• Knowledge of trading instruments such as FX, Futures, OTC Derivatives, Collateral, etc.
• Experience with broker and custodian setups.
• Strong understanding of risk management and attention to detail.
• Experience in Investment Banking, Global Markets, or Asset Management.
• Ability to solve complex problems.
• Project management experience.
• Proficiency in Excel and PowerPoint; Visio/Smartsheet is beneficial.
• Good knowledge of Funds.
• Strong data management and analytical skills.
• Knowledge of Aladdin is beneficial.
• BA/BSc degree (2:1 preferred).

How We Work:

Delta Capita is an equal opportunity employer. We encourage applications from qualified candidates regardless of age, color, disability, nationality, race, religion, gender, sexual orientation, gender identity/expression, veteran status, genetic information, or any other protected status. We provide reasonable accommodations for individuals with disabilities during the application and interview process.

This is a fixed-term or permanent, full-time position in London. The selection process is ongoing; please submit your application promptly. A valid UK work permit is required.

Hybrid Working Expectations: Our policy aligns with client requirements, typically requiring a minimum of 3 days in the office, with some clients demanding 4 or 5 days. Candidates must be flexible accordingly.

Who We Are:

Delta Capita Group (a Prytek Group member) is a global managed services, consulting, and solutions provider with expertise in Financial Services and technological innovation. Our mission is to reinvent the financial services value chain with technology-based mutualized services.

Our Offerings include:

• Managed Services
• Consulting
• Technology

Learn more about Delta Capita and our culture: Working at DC - Delta Capita.