Senior Asset & Client Operations Leader (Hybrid)

Fisher Asset Management, LLC; Radlett; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A financial services firm in Radlett is seeking a motivated professional to manage client requests and onboarding. The role requires a Bachelor's degree and 2-3 years of experience in the financial industry. Responsibilities include managing cash flows, coordinating reports, and implementing process improvements. The company offers excellent benefits, including paid health plans, retirement contributions, and a hybrid work arrangement.

Benefits

100% paid supplemental medical and dental premiums

28 days annual leave plus holidays

Enhanced maternity pay

Retirement pension plan with company contributions

Gym subsidy of up to £50 per month

Employee Assistance Program

Qualifications

• 2-3 years of professional experience in the financial services industry.
• Familiarity with securities, financial markets, and institutional account types.
• Ability to adjust workload based on priority and a passion for process improvements.

Responsibilities

• Act 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 the appropriate processes and procedures.

Skills

Client service

Project management

Detail-oriented

Education

Bachelor's degree or equivalent

Job description

A financial services firm in Radlett is seeking a motivated professional to manage client requests and onboarding. The role requires a Bachelor's degree and 2-3 years of experience in the financial industry. Responsibilities include managing cash flows, coordinating reports, and implementing process improvements. The company offers excellent benefits, including paid health plans, retirement contributions, and a hybrid work arrangement.