Institutional Client Operations Specialist

Boston Consulting Group; Elmbridge; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading consulting firm in the United Kingdom is seeking a professional to manage and enhance institutional client relationships. You will serve as the point of contact for client requests, manage large cash flows, and oversee onboarding processes. The ideal candidate has 2-3 years of experience in financial services and is detail-oriented with a strong project management background. This role offers comprehensive benefits, including paid premiums for medical plans and a generous retirement pension plan.

Benefits

100% paid medical, dental, and health screening premiums

28 days annual leave plus paid holidays

Enhanced maternity pay package

$10,000 family-forming benefit

Retirement pension plan with company contributions

Gym subsidy up to £50 per month

Employee Assistance Program

Qualifications

• 2-3 years professional experience in the financial services industry.
• Familiar with securities, financial markets and institutional account types.
• Professional, responsible, accountable, detail-oriented and motivated.

Responsibilities

• Be a point of contact for Institutional client requests.
• Manage large cash flows efficiently.
• Coordinate complex reporting requirements for clients.
• Onboard new accounts using appropriate processes.
• Manage Institutional fund vehicles with internal teams and custodians.
• Implement workflows and process improvements for institutional investors.

Skills

Client service

Project management

Financial market knowledge

Detail-oriented

Process improvement

Education

Bachelor's degree or equivalent

Job description

Overview

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.

Responsibilities

• 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 nonstandard operational issues typical of accounts trading in international markets.

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 account types.
• Experience with customer/client service.
• Project management experience, ability to adjust workload based on priority, and passion with process improvements.
• Professional, responsible, accountable, detail-oriented and motivated.

Benefits

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents.
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays.
• Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees.
• $10,000 fertility, hormonal health and family-forming benefit.
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
• Gym subsidy of up to £50 per month.
• Employee Assistance Program and other emotional wellbeing services.
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events.
• Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
• This is an in-office role; based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.

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