Client Services Operations Associate

How you'll spend your time...

• Operational contact for Client Management teams, clients and clients’ administrators and custodians  

• Undertake the operational aspects of client transition organising timely account set up or changes with CTI’s outsource provider thereby contributing to the overall effective transition process 

• Conduct Know Your Client and Anti Money Laundering reviews escalating to the specialist AML team where required 

• Oversee timely and accurate data delivery 

• Manage cash flows and communicate to stakeholders as required 

• Answer client’s operationally focused queries as they arise 

• Work as part of a team providing cover for clients when required

• Participate in weekly rota tasks such as mailbox monitoring, monthly/quarterly reporting deliverables etc. 

• Undertake 4-eye checks on processing activities undertaken by colleagues

To be successful in this role you will have...

• Established experience and a good understand of Asset Management, specifically client service and investment operations 

• Proven working knowledge/experience of AML

• Awareness of the financial services industry, product types, markets, and instruments

• Excellent interpersonal skills able to communicate effectively at all levels with the business and externally 

• Close attention to detail

• Team working

• Liaising, questioning and facilitating 

• Analytical skills

• Commitment to the delivery of a first class service.

If you also had this, it would be great…

• Experience working with Dutch Institutional clients

• Dutch language skills desirable

• LDI and Fiduciary experience desirable

• IMC or similar desirable

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.