Client Service Operations - eFinancialCareers - #2085302

About the Role

We are seeking an experienced and client-focused professional to join a high-performing Global Client Services team. This role is centered on the end-to-end management of separate (segregated) account transitions, ensuring a seamless client experience across onboarding, mandate changes, and account terminations.

The successful candidate will bring strong operational expertise, exceptional stakeholder management skills, and proven hands-on experience with separate (segregated) accounts. You will work closely with internal teams, clients, custodians, and other external parties to deliver efficient, well-controlled transition processes while driving continuous improvement across the function.

1. Lead separate account transitions
2. Manage the full lifecycle of separate (segregated) account activities, including onboarding, transitions, mandate amendments, and terminations for clients across Europe and the Middle East.
3. Act as a client-facing operational lead
4. Serve as a key operational contact for clients and external parties, representing Relationship Management in meetings related to onboarding and mandate updates.
5. Drive project execution
6. Apply project management best practices to coordinate cross-functional activities, manage stakeholders, monitor deliverables, and identify and mitigate risks proactively.
7. Review agreements and documentation
8. Lead the review of contractual and supplemental agreements with internal and external parties, ensuring operational readiness and alignment.

1. Enhance processes and technology
2. Contribute to the development of team procedures, process improvements, and the implementation of new or enhanced technologies to improve operational effectiveness.

1. Provide subject matter expertise
2. Act as a technical and process expert for separate (segregated) accounts, sharing best practices, lessons learned, and recommendations for continuous improvement.

1. Extensive separate account experience
2. Demonstrable, hands-on experience managing separate (segregated) accounts within an investment management or institutional client servicing environment is essential.
3. Strong project management skills
4. Proven ability to lead complex, cross-functional initiatives, manage competing priorities, and deliver high-quality outcomes on time.
5. Excellent communication abilities
6. Confident in engaging with clients, senior stakeholders, and external counterparties, with strong written and verbal communication skills.
7. Operational and regulatory knowledge
8. Good understanding of the legal, operational, compliance, and transition requirements associated with institutional investment mandates and separate accounts.
9. Continuous improvement mindset
10. A proactive approach to identifying efficiencies, enhancing processes, and contributing to team capability and knowledge development.

Why Join?

This is an opportunity to take ownership of high-profile client transitions within a collaborative, international environment. You’ll play a pivotal role in delivering an exceptional client experience while helping shape the future of operational excellence across the team.