Client Operations Manager (Asset Management)

TL;DR

Client Operations Manager (Asset Management): Delivering end-to-end operational support for institutional clients with segregated mandates with an accent on query resolution, escalations, and process improvement. Focus on reviewing Investment Management Agreements, implementing monitoring, and optimizing processes for efficiency, automation, and risk reduction.

Location: Henley-on-Thames, Oxfordshire (hybrid, at least 4 full days per week in office)

Company

World’s leading independent global investment firm delivering investment strategies and vehicles to clients worldwide.

What you will do

• Act as primary operational point of contact for Tier 1 institutional clients, developing deep client knowledge.
• Partner with Client Relationship Managers to manage and resolve operational queries and escalations.
• Log, track, and manage client requests in Salesforce per service model.
• Coordinate client meetings and calls, articulating complex operational topics.
• Review Investment Management Agreements for new mandates, document obligations, and implement monitoring.
• Review processes to identify efficiency, automation, and risk reduction opportunities.
• Stay aware of regulatory, market, and industry developments impacting client servicing.

Requirements

• Client servicing experience with direct client contact
• Understanding of operational setup across Asset Management business
• Relationship management, including senior level
• Proven understanding of investment operations, distribution channels, regulatory issues, and systems
• Ability to conduct complex analysis and present data meaningfully
• Track record of reviewing processes and making enhancements
• Working knowledge of robust operating procedures and controls
• Degree-level education; willing to study for industry exams
• Excellent written and verbal communication skills

Nice to have

• Existing hirify.global operational process and product knowledge
• Appropriate technical/analysis qualifications

Culture & Benefits

• Company-provided healthcare, income protection, health and wellness benefits
• Competitive annual leave, generous pension, enhanced parental leave, life insurance
• Flexible working including hybrid arrangements
• Volunteering days
• Inclusive environment promoting diversity and ESG investing
• Commitment to community impact through charitable partnerships