Senior Associate, Client Operations

What you can expect

As Senior Associate Client Operations, you will immerse yourself in the day-to-day management of the end-to-end client experience for institutional investors. To excel as Senior Associate Client Operations you will bring extensive experience from within financial services or asset management-ideally having worked directly in investor relations or client servicing capacities. Must have private markets knowledge.

What you'll do

• Serve as the main point of contact for all operational client inquiries including transactions such as distributions and capital calls, ensuring swift and effective resolution of issues.
• Coordinate the flow of investor inquiries with internal teams to deliver timely, accurate communications including performance reporting and bespoke ad hoc requests tailored to client needs.
• Liaise regularly with internal departments such as Client Service Reporting, Global Client Solutions, Risk & Compliance, Investment Accounting, and others to address complex client requirements.
• Organise and monitor the team's schedule and shared inboxes to guarantee high-quality service delivery and prompt responses to all queries.
• Identify opportunities for process improvements that enhance operational efficiency and overall client satisfaction; contribute actively to projects and wider business initiatives.
• Develop an in-depth understanding of each client's organisational structure, challenges, product offerings, and industry context to provide fit-for-purpose information.
• Build strong relationships with both internal stakeholders and external clients or consultants by fostering open communication channels and trust.
• Ensure compliance with all relevant policies, procedures, delegations, and regulatory requirements applicable to your activities within the role.
• Support the achievement of business goals by proactively managing schedules, contributing commercial insight, and applying diligence to all responsibilities.
• Maintain up-to-date technical knowledge of products, market segments, data trends, and regulatory changes impacting institutional investors.

What you bring

• At least eight years' experience within financial services or asset management environments with direct exposure to investor relations or client service roles.
• Demonstrated ability to foster strong working relationships with both internal stakeholders (such as risk & compliance or investment teams) and external clients or consultants through clear communication and empathy.
• Proven project management discipline with experience juggling multiple competing priorities while maintaining attention to detail under pressure.
• Comprehensive knowledge related to private markets investments as well as institutional investor needs including pension funds or similar entities.
• Bachelor's degree required; tertiary qualifications in law, economics, finance or commerce are highly regarded.
• Advanced proficiency in systems/databases containing institutional or investment data; strong working knowledge of Salesforce is advantageous.
• Excellent written and verbal communication skills enabling you to translate complex financial concepts into accessible information for diverse audiences.
• Solid understanding of current global regulatory environments affecting institutional investors along with practical experience ensuring compliance within these frameworks.
• High level of competence using Microsoft Office suite (Excel, PowerPoint, Outlook) plus familiarity with Power BI for data analysis purposes.
• Service-minded approach combined with a can-do attitude; able to work collaboratively within teams while also taking initiative when needed.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

About the job

Contract Type: Temporary Interim Management