Location: LONDON, United Kingdom

Coordinate client account launches, manage relationships, and drive process excellence in a dynamic, global investment services team.

As an Investment Middle Office Service Delivery Associate in Client Account Services (CAS) you will be responsible for managing new account launches and life cycle events for our Investment Middle Office Service clients.  

The CAS IMOS Service Delivery team manages our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, driving technology and industry solutions as a response to changing business landscape and client needs.  The team manages external client relationships as well as partnering with internal stakeholders within the business, product development, operations, and technology streams to execute client business requirements. 

We continuously strive to enhance the client onboarding experience by delivering straight through processing across our technology ecosystem and ensure a consistent operating model to ensure accurate and efficient set ups.

Job responsibilities 

• Coordinate client account launches and lifecycle events
• Partner with stakeholders, manage successful new account set up - fund launches, segregated mandates, new 3rd parties and closures.
• Manage client relationships to deliver a consistently excellent client experience.
• Partner with internal teams to ensure continuous improvement and take an active role in shaping and implementing future target operating model.
• Key liaison between functional teams (Client Services, Operations, Technology, Change Management). 
• Understand client reference data requirements and effectively communicate to downstream consumers. 
• Establish thorough understanding of the IMOS end-to-end process and being able to clearly communicate, and own issues through to resolution. 

Required qualifications, capabilities and skills 

• Ability to build strong, cohesive partnerships with the client, business, product development, operations, technology and other key stakeholders.
• Ability to prioritize and execute against multiple deliverables, changing workflows with appropriate levels of escalation.
• Ability to work independently and as part of team to proactively identify and logically analyze complex challenges to deliver organizational goals Detail orientated and able to challenge and improve current operating practices.
• Strong Microsoft Office skills and excellent written and oral communication skills.

Preferred qualifications, capabilities and skills 

• Experience or knowledge in Middle Office functions.
• Background of business improvement and optimization of operating practices.
• Demonstrated ability to work in a team environment, and ability to adapt to a changing environment.