We’re recruiting for a
Client Order Management Specialist
to oversee the Client Order Management activities for the Asset Management's institutional client base. What you'll be doing: Working with our institutional clients, accurately placing their dealing instructions and orders. Identifying processes and service enhancements, or potential risks, ensuring the client service provided is of the highest standard and remains fully compliant. Managing the resolution of complex outstanding items, business issues, and rectifying anomalies to ensure a high level of customer service. Representing the team and department in a professional, collaborative, and commercially aware manner, developing good working relationships with all internal and external parties. Producing insightful and meaningful MI reporting to management highlighting trends, analysis, and errors. Developing and maintaining effective Client and Service Provider relationships, working closely with relevant parties to ensure service provision supports team’s objectives/goals. Resolving all day-to-day operational issues or errors and resolving anomalies to ensure a high level of customer service and accurate transactions. Maintaining procedure manuals, task lists, and risk maps as necessary and ensuring procedural enhancements are implemented and communicated to team members as required. Continuously reviewing controls to ensure in line with current business processes. Ensuring you are acting in line with our Treating Customers Fairly (TCF) policies. Who we're looking for: Dealing experience in unit linked and/or segregated mandates and/or middle office experience in an accounting or transactional based role. Experience or understanding in Institutional business within asset management. Excellent written and verbal communication skills. Track record of exposure to business risk and policies and procedures. Good experience of working with data. Proven track record of successful stakeholder engagement and relationship development.
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Client Order Management Specialist
to oversee the Client Order Management activities for the Asset Management's institutional client base. What you'll be doing: Working with our institutional clients, accurately placing their dealing instructions and orders. Identifying processes and service enhancements, or potential risks, ensuring the client service provided is of the highest standard and remains fully compliant. Managing the resolution of complex outstanding items, business issues, and rectifying anomalies to ensure a high level of customer service. Representing the team and department in a professional, collaborative, and commercially aware manner, developing good working relationships with all internal and external parties. Producing insightful and meaningful MI reporting to management highlighting trends, analysis, and errors. Developing and maintaining effective Client and Service Provider relationships, working closely with relevant parties to ensure service provision supports team’s objectives/goals. Resolving all day-to-day operational issues or errors and resolving anomalies to ensure a high level of customer service and accurate transactions. Maintaining procedure manuals, task lists, and risk maps as necessary and ensuring procedural enhancements are implemented and communicated to team members as required. Continuously reviewing controls to ensure in line with current business processes. Ensuring you are acting in line with our Treating Customers Fairly (TCF) policies. Who we're looking for: Dealing experience in unit linked and/or segregated mandates and/or middle office experience in an accounting or transactional based role. Experience or understanding in Institutional business within asset management. Excellent written and verbal communication skills. Track record of exposure to business risk and policies and procedures. Good experience of working with data. Proven track record of successful stakeholder engagement and relationship development.
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