Strategic Institutional Client Operations Lead

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

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.