Client Services Operations Associate

TN United Kingdom; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Services Operations Associate to join their London team. In this pivotal role, you'll support institutional clients and manage operational aspects of client transitions. You'll collaborate closely with Client Managers, ensuring timely account setups and conducting vital compliance reviews. This position offers an excellent opportunity to develop your skills in a dynamic environment, contributing to a first-class service delivery. If you're detail-oriented and passionate about client service in the financial sector, this role is perfect for you.

Qualifications

• Good understanding of Asset Management and investment operations.
• Proven knowledge of AML and financial services.

Responsibilities

• Provide operational support to institutional clients and Client Managers.
• Conduct KYC and AML reviews, manage data delivery and cash flows.

Skills

Asset Management

Client Service

Anti Money Laundering (AML)

Interpersonal Skills

Analytical Skills

Attention to Detail

Teamwork

Communication

Education

Degree in Finance or related field

Job description

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Client Services Operations Associate, London

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Client:

53412 Columbia Threadneedle (Services) Limited

Location:

London, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

f97cbd13591e

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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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 understanding 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 recognize 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