Institutional Client Operations Specialist

Fisher Asset Management, LLC; Stevenage; On-site; GBP 35,000 - 50,000; Full time

Job summary

A financial services firm in the UK is seeking a candidate to enhance client relations in institutional asset management. This role involves managing client requests, large cash flows, and reporting requirements, while ensuring compliance with regulatory bodies. Ideal candidates will have a Bachelor's degree, 2–3 years of experience in financial services, strong client service skills, and a passion for process improvements. Benefits include extensive health coverage and generous leave policies.

Benefits

100% paid premiums for health plans

28 days annual leave

Gym subsidy of up to £50 per month

Qualifications

• 2–3 years professional experience in the financial services industry.
• Familiarity with securities and institutional account types.
• Ability to adjust workload based on priority.

Responsibilities

• Be a point of contact for Institutional client requests.
• Manage large cash flows for clients.
• Coordinate complex reporting requirements.

Skills

Knowledge of financial services

Client service experience

Project management skills

Detail-oriented

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 non‑standard 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 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.
• Retirement pension plan with 9% company contribution of base pay and 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.
• 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.

Equal Opportunity Statement

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.