Client Services Operations Associate

Columbia Threadneedle Investments EMEA APAC; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player seeks a Client Services Operations Associate to join their dynamic team in London. This role is pivotal in supporting institutional clients, managing operational transitions, and ensuring compliance with AML regulations. The ideal candidate will possess strong analytical skills and a keen attention to detail, thriving in a collaborative environment. With a commitment to delivering exceptional service, you'll play a key role in enhancing client satisfaction and operational efficiency. This is a fantastic opportunity to grow your career in a leading investment firm that values diversity and work-life balance.

Qualifications

• Experience in Asset Management and client service operations.
• Proven knowledge of AML and financial services.

Responsibilities

• Support institutional clients with account transitions and operational queries.
• Conduct KYC and AML reviews, ensuring compliance.

Skills

Asset Management

Client Service

Anti Money Laundering (AML)

Analytical Skills

Interpersonal Skills

Attention to Detail

Team Working

Education

Bachelor's Degree

Job description

Join to apply for the Client Services Operations Associate role at Columbia Threadneedle Investments EMEA APAC

3 weeks ago Be among the first 25 applicants

Join to apply for the Client Services Operations Associate role at Columbia Threadneedle Investments EMEA APAC

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

Referrals increase your chances of interviewing at Columbia Threadneedle Investments EMEA APAC by 2x

Sign in to set job alerts for “Client Services Representative” roles.

London, England, United Kingdom 4 days ago

London, England, United Kingdom 1 week ago

Commercial Customer Experience Specialist

Kingston Upon Thames, England, United Kingdom 5 days ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 weeks ago

Woking, England, United Kingdom 3 weeks ago

Greater London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 4 days ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 6 days ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 week ago

Specialist, Customer Services, London UK

London, England, United Kingdom 3 weeks ago

Egham, England, United Kingdom 2 weeks ago

London, England, United Kingdom 5 days ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

Greater London, England, United Kingdom 4 days ago

London, England, United Kingdom 3 days ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.