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TPF Recruitment
A leading institutional financial services firm in Cardiff is seeking an Institutional Client Operations Specialist. This role involves managing client requests, cash flows, and onboarding new accounts while working collaboratively with multiple teams. The ideal candidate will have a Bachelor's degree and 2-3 years of experience in the financial services industry. Strong familiarity with financial markets and client operations is essential. This position offers opportunities for professional growth and expertise development in institutional asset management.
The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including governments, pension funds, foundations and endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will have the opportunity to challenge yourself and grow by interacting with members of Senior Management, Research, Investment Ops, Finance and Legal, all while developing expertise surrounding Institutional asset management. You will report to the team leader of Institutional client operations and develop the skills required to drive long-term projects relating to new Institutional clients, Institutional fund vehicles, Institutional client onboarding, and Institutional client service. You will learn nuances of regulatory regimes in over 20 countries and develop the ability to converse intelligently with legal counsel and compliance officials both internally and externally. 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.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.