Institutional Client Operations Specialist

MSS Group; Cardiff; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading institutional financial services firm in Cardiff is seeking an Institutional Client Operations Specialist. This role involves managing client requests, cash flows, and onboarding new accounts while working collaboratively with multiple teams. The ideal candidate will have a Bachelor's degree and 2-3 years of experience in the financial services industry. Strong familiarity with financial markets and client operations is essential. This position offers opportunities for professional growth and expertise development in institutional asset management.

Qualifications

• 2-3 years of professional experience in the financial services industry.
• Familiarity with securities, financial markets, and institutional clients.

Responsibilities

• Point of contact for Institutional client requests providing excellent service.
• Manage large cash flows and coordinate complex reporting requirements.
• Onboard new accounts and maintain Institutional fund vehicles.

Skills

Client service orientation

Cash flow management

Financial analysis

Education

Bachelor’s degree or equivalent experience

Job description

Overview

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including governments, pension funds, foundations and endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will have the opportunity to challenge yourself and grow by interacting with members of Senior Management, Research, Investment Ops, Finance and Legal, all while developing expertise surrounding Institutional asset management. You will report to the team leader of Institutional client operations and develop the skills required to drive long-term projects relating to new Institutional clients, Institutional fund vehicles, Institutional client onboarding, and Institutional client service. You will learn nuances of regulatory regimes in over 20 countries and develop the ability to converse intelligently with legal counsel and compliance officials both internally and externally. We are looking for someone who can build long-term internal and client‑related projects. Within the first year, you will be adding value to our team by serving as a subject‑matter expert surrounding Institutional asset management, client onboarding, regulatory complexities, and internal process improvements.

Day‑to‑Day

• Be a point of contact for our Institutional client requests, ensuring our clients receive the best service possible
• Manage large cash flows
• Coordinate complex reporting requirements for our clients
• Onboard new accounts using the appropriate processes and procedures
• Manage the maintenance of Institutional fund vehicles by coordinating with custodians, internal teams and global regulatory bodies
• Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
• Understand and document the non‑standard operational issues typical of accounts trading in international markets, directed brokerage, relationships, and other unique institutional trading operations

Qualifications

• Bachelor’s degree or equivalent combination of education/experience
• 2‑3 years professional experience in the financial services industry
• Familiar with securities, financial markets and institutional