Senior Associate, Onboarding Operations (FTC - 8MO)

Robert Walters UK; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Senior Associate for their Client Operations team on an 8-month fixed-term contract. This role is pivotal in enhancing client experience by managing inquiries and coordinating with internal teams. The ideal candidate will have over 8 years of experience in financial services, particularly in Investor Relations or Client Service, and possess a strong understanding of private markets. This is a fantastic opportunity to contribute to operational efficiency while working in a hybrid environment, where your expertise will directly impact client satisfaction and service delivery.

Qualifications

• 8+ years’ experience in financial services/asset management.
• Strong knowledge of systems/databases with investment data.

Responsibilities

• Serve as primary point of contact for client inquiries related to operations.
• Identify and implement process improvement opportunities.

Skills

Investor Relations

Client Service

Project Management

Private Markets Knowledge

Salesforce

Financial Services Experience

Tools

Salesforce

Job description

Senior Associate, Onboarding Operations (FTC - 8MO)

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Our client is seeking a Senior Associate for their Client Operations team to join on a 8 month FTC.The candidate must be immediately available.* Forefront of operational client experience* Must have dealt with institutional clients* Must have experience with infrastructure, alts, AIF, real estate, private markets (private credit, private debt, private equity)

What you'll do:

• Serve as primary point of contact for client inquiries related to operational activities, transactions (distributions, capital calls), reporting, account management.
• Coordinate the flow of investor inquiries and responses with internal teams to deliver timely and accurate investor facing communications.
• Liaise with Client Service Reporting and other internal teams to ensure delivery of reporting needs.
• Regularly communicate with internal teams (Global Client Solutions, Risk & Compliance, Investment Accounting, etc.) to address client inquiries.
• Organize, manage, and monitor the team’s schedule and inbox to ensure the quality and timely service delivery of requests and query responses.
• Identify and implement process improvement opportunities to enhance operational efficiency and client satisfaction.

What you bring:

• 8+ years’ experience within financial services/ asset management.
• Experience in Investor Relations or Client Service.
• Ability to develop strong working relationships with both internal and external stakeholders.
• Proven Project Management discipline highly advantageous.
• Knowledge and experience related to Private Markets.
• Strong knowledge of systems/databases containing institutional or investment data.
• Experience with pension funds or institutional investors and client servicing.
• In-depth knowledge of Salesforce.
• Understanding of current global regulatory environment and requirements.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

About the job

Contract Type: TEMPORARY

Focus: Operations

Workplace Type: Hybrid

Experience Level: Associate

Location: London

Contract Type: TEMPORARY

Specialism: Banking & Financial Services

Focus: Operations

Industry: Financial Services

Salary: Negotiable

Workplace Type: Hybrid

Experience Level: Associate

Location: London

TEMPORARY

Job Reference: ORK2Q7-ECD08AF4

Date posted: 29 April 2025

Consultant: Eliza Lantz

london banking-financial-services/operations 2025-04-29 2025-05-29 financial-services London London GB Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true