Client Services Operations Associate

Threadneedle group; London; On-site; GBP 35,000 - 65,000; Full time

Job summary

Join a forward-thinking investment management firm where you will play a vital role in supporting institutional clients. In this full-time position, you will collaborate with a dedicated team to ensure seamless client transitions and maintain high standards of service. Your expertise in asset management and client operations will be essential as you engage with various stakeholders, manage cash flows, and conduct crucial compliance reviews. This dynamic environment offers opportunities for growth and the chance to contribute to bespoke investment solutions tailored to client needs. Embrace the chance to make a real impact in a diverse and inclusive workplace.

Qualifications

• Established experience in Asset Management and client service.
• Proven knowledge of AML and financial services industry.

Responsibilities

• Provide operational support for client management teams.
• Conduct KYC and AML reviews, ensuring compliance.
• Manage cash flows and respond to client queries.

Skills

Asset Management

Client Service

Investment Operations

Anti Money Laundering (AML)

Analytical Skills

Interpersonal Skills

Attention to Detail

Team Working

Job description

Where you’ll fit in & what our team goals are…

In this non-client facing role you will work as part of the Netherlands Client Services team alongside our Client Managers to provide day to day support to institutional Dutch clients investing in the full spectrum of Columbia Threadneedle Investment product range.

How you'll spend your time...

• Operational contact for Client Management teams, clients and clients’ administrators and custodians

• Undertake the operational aspects of client transition organising timely account set up or changes with CTI’s outsource provider thereby contributing to the overall effective transition process

• Conduct Know Your Client and Anti Money Laundering reviews escalating to the specialist AML team where required

• Oversee timely and accurate data delivery

• Manage cash flows and communicate to stakeholders as required

• Answer client’s operationally focused queries as they arise

• Work as part of a team providing cover for clients when required

• Participate in weekly rota tasks such as mailbox monitoring, monthly/quarterly reporting deliverables etc.

• Undertake 4-eye checks on processing activities undertaken by colleagues

To be successful in this role you will have...

• Established experience and a good understand of Asset Management, specifically client service and investment operations

• Proven working knowledge/experience of AML

• Awareness of the financial services industry, product types, markets, and instruments

• Excellent interpersonal skills able to communicate effectively at all levels with the business and externally

• Close attention to detail

• Team working

• Liaising, questioning and facilitating

• Analytical skills

• Commitment to the delivery of a first class service.

If you also had this, it would be great…

• Experience working with Dutch Institutional clients

• Dutch language skills desirable

• LDI and Fiduciary experience desirable

• IMC or similar desirable

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Investment Management