Institutional Client Operations Specialist

Fisher Asset Management, LLC; Greenhill; On-site; GBP 40,000 - 55,000; Full time

Job summary

A financial services firm in Greenhill is seeking an Institutional Client Operations Specialist. You will be the point of contact for Institutional clients, ensuring excellent service, managing large cash flows, and onboarding new accounts. Candidates should have a Bachelor's degree, 2-3 years of experience in financial services, and strong project management skills. A competitive benefits package includes comprehensive health coverage, generous leave policies, and a pension plan with company contributions.

Benefits

100% paid medical premiums

28 days annual leave

Enhanced maternity pay

Gym subsidy of up to £50 per month

9% pension contribution

Qualifications

• 2-3 years professional experience in the financial services industry.
• Familiarity with securities, financial markets, and Institutional account types.

Responsibilities

• Serve as the point of contact for Institutional client requests.
• Manage large cash flows and coordinate complex reporting for clients.
• Onboard new accounts using appropriate processes.

Skills

Customer/client service

Project management

Detail-oriented

Professionalism

Education

Bachelor’s degree or equivalent experience

Job description

Opportunity

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including governments, pension funds, foundations, endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will develop expertise in Institutional asset management and work closely with Senior Management, Research, Investment Operations, Finance and Legal teams.

Responsibilities

• Serve as the point of contact for Institutional client requests, ensuring the best service possible.
• Manage large cash flows and coordinate complex reporting requirements for clients.
• Onboard new accounts using appropriate processes and procedures.
• Maintain 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 international Institutional investors.
• Understand and document non‑standard operational issues typical of accounts trading in international markets and directed brokerage.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 2‑3 years professional experience in the financial services industry.
• Familiarity with securities, financial markets and Institutional account types.
• Experience with customer/client service and project management, ability to adjust workload based on priority.
• Professional, responsible, accountable, detail‑oriented and motivated.

Benefits

• 100% paid premiums for top‑tier supplemental medical, dental and annual health screening plans for employees and qualified dependents.
• 28 days annual leave, with the ability to purchase up to 3 additional days per year and up to 8 paid holidays.
• Enhanced maternity pay package with 16 weeks’ top‑up to full base pay for eligible employees.
• 10,000 USD (or local currency equivalent) for employees residing outside the US.
• 9% company contribution to base pay pension plan with an additional company match of up to 5% on personal contributions.
• Gym subsidy of up to £50 per month.
• Employee Assistance Program and other emotional wellbeing services.

Company Overview

Fisher Investments Europe is an equal‑opportunity employer dedicated to putting clients first, providing unmatched service and taking a personalised approach to investing.