Institutional Client Operations Specialist

Fisher Asset Management; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prominent investment firm in Greater London is seeking an Institutional Client Operations Specialist to provide exceptional service to institutional clients and manage complex operations. This role involves onboarding new accounts, managing cash flows, and ensuring compliance with regulatory standards. Candidates should have a Bachelor's degree and 2-3 years of experience in financial services. The company offers a robust benefits package, including comprehensive health plans and generous leave.

Benefits

100% paid premiums for health plans

28 days annual leave and holidays

Enhanced maternity pay

Retirement pension plan with 9% company contribution

Gym subsidy up to £50 per month

Qualifications

• 2-3 years professional experience in the financial services industry.
• Familiarity with securities and institutional account types.
• Professional and motivated with a passion for process improvements.

Responsibilities

• Serve as the point of contact for Institutional client requests.
• Manage large cash flows and coordinate complex reporting.
• Onboard new accounts and maintain Institutional fund vehicles.

Skills

Customer service

Project management

Detail-oriented

Financial markets knowledge

Education

Bachelor's degree or equivalent

Job description

The Opportunity

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.

You will 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.

The 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 nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations.

Your 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 for process improvements.
• Professional, responsible, accountable, detail‑oriented and motivated.

Why Fisher Investments Europe

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long‑term goals, we offer an array of benefits, including:

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.
• 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. This program is subject to change.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER