Working on one of the Client Order Management teams responsible for managing segregated and pooled client orders. To provide a comprehensive customer-focused service in support of the organisations growth and goals, maintaining quality targets and standards.

Job Summary:

Working on one of the Client Order Management teams responsible for managing segregated and pooled client orders. To provide a comprehensive customer-focused service in support of the organisations growth and goals, maintaining quality targets and standards.

Duties:

• To work with clients,  consultants and administrators to ensure the required order instruction is clear, on a standard template and received in a timely manner
• To manage and act upon order instructions received from clients and consultants.  Liaise with these clients and consultants throughout the order lifecycle
• Capture the order instruction on the appropriate system and managed the order workflow through to completion
• Undertake necessary system entry and approval steps to ensure each order is accurately recorded
• Ensure the appropriate onward delivery of pooled orders to the internal and external Transfer Agents.  Follow through to execution.
• Provide the Fund Managers and Asset Allocation Strategy Management teams with the details of client instructions to enable them to make appropriate investment decisions.
• Where required produce accurate reporting on completion of complex manager transfer activity
• The resolution of day to day operational issues or errors and resolve anomalies to ensure high-level of customer service and accurate transactions.
• To continually seek to understand and satisfy internal and external client requirements.
• Represent the team in a professional manner, understanding and anticipating the business needs, developing good working relationships with all internal and external parties.
• Continuous review of team procedures, policies and systems. Recommend and lead the creation and automation of operational processes and procedures to ensure continuous improvement.
• Work collaboratively with manager/team fostering credibility and influence towards developing a reputation of operational excellence across the firm.
• Work collaboratively with peers to share best practise, creating an awareness of issues throughout the department.
• Maintain technical capability for job, keeping abreast of market and industry developments.
• Be accountable for sign-off of teams Risk Management System controls. Continuously review controls to ensure in line with current business processes.

• Excellent attention to detail and high accuracy rates
• Excellent client servicing skills
• Segregated client experience
• Flexibility and commitment to meet client expectations and support colleagues
• Robust coordination skills and structured approach
• Self-assured networking across Front Office, Sales & Operations environments.
• Ability to understand issues, find creative and innovative solutions to problems.
• Ability to manage a number of events simultaneously
• Calmness under pressure
• Robust communication skills both verbally and written, with an ability to successfully articulate issues clearly and logically Microsoft Excel  intermediate to advanced level)
• Strong experience of oversight and processing controls/knowledge.
• In depth understanding of key Investment Management activities, including excellent understanding of fund management, product and client service.   
• Provable experience of challenging historic working practises, suggesting process improvements with the support and buy-in from your team.
• Proven experience of dealing with and influencing staff/peers and across teams.
• Collaborative and personalised approach to service commitment, delivery and continuous improvement.
• A proven track record of being flexible, adaptable and able to multi-task in a fast paced and changeable environment. 
• Strong analytical and written skills.

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, at least 22 days’ (with potential to rise to 25 days) holiday, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.