Institutional Client Operations Specialist

Fisher Asset Management, LLC; Radlett; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Radlett is seeking an Institutional Client Operations Specialist to manage client requests and cash flows. This role involves onboarding new accounts and improving processes for institutional investors. The ideal candidate will have a bachelor's degree and 2-3 years of experience in financial services, along with strong customer service and project management skills. The firm offers comprehensive benefits including paid health premiums, generous leave, and a retirement pension plan.

Benefits

100% paid premiums for health plans

28 days annual leave

Retirement pension plan with company contribution

Gym subsidy up to £50 per month

Qualifications

• 2–3 years of professional experience in the financial services industry.
• Familiar with securities, financial markets, and types of institutional accounts.
• Professional, responsible, and motivated.

Responsibilities

• Serve as a point of contact for institutional client requests.
• Manage large cash flows and coordinate reporting requirements.
• Onboard new accounts using appropriate processes.
• Implement workflows and process improvements for institutional investors.

Skills

Customer service experience

Project management

Detail-oriented

Knowledge of financial markets

Education

Bachelor's degree or equivalent

Job description

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 interact with senior management, research, investment operations, finance and legal teams, and will develop expertise in institutional asset management. You will report to the team leader of institutional client operations and will lead long‑term projects related to new institutional clients, fund vehicles, onboarding and service. Over the first year you will become the subject‑matter expert in institutional asset management, client onboarding, regulatory complexities and internal process improvements.

Responsibilities

• Be a point of contact for institutional client requests, ensuring the best service possible.
• Manage large cash flows.
• Coordinate complex reporting requirements for clients.
• Onboard new accounts using the 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 international institutional investors.
• Understand and document 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 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.

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 practices ongoing training, educational support and employee appreciation events.