Senior Institutional Client Operations & Onboarding 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

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.