Client Order Management Associate

  • Competitive
  • Edinburgh, Scotland, United Kingdom
  • Permanent, Full time
  • Change Recruitment Group
  • 20 Feb 18 2018-02-20

Change recruitment Group's Global Asset Manager is looking to recruit an experienced Client Order Management Associate to join their Edinburgh team who act as a central point of contact for global clients and internal departments who wish to instruct investment changes. The team are responsible for receiving, coordinating and facilitating client trade instructions into the funds including client query management.

Client Order Management Associate | Permanent | Edinburgh | £competitive

Change recruitment Group's Global Asset Manager is looking to recruit an experienced Client Order Management Associate to join their Edinburgh team who act as a central point of contact for global clients and internal departments who wish to instruct investment changes.  The team are responsible for  receiving, coordinating and facilitating client trade instructions into the funds including client query management.

The team supports the client through the investment process, from notification to settlement, in close coordination with internal teams and external third parties. The COM team is tasked with ensuring that order placement is accurate and consistent through an optimal and efficient operating model. The role will suit a candidate from a middle office trade management background or a client service area, including dealing functions.

Responsibilities of the Client Order Management Associate:

• Able to meet deadlines, functioning effectively and prioritising multiple tasks simultaneously in a fast paced environment.
• Able to work independently on assigned tasks and assume additional responsibilities with minimal guidance.
• Demonstrate excellent attention to detail, deliverables are accurate and competently prepared.
• Demonstrate a desire to develop skills, working with your team and manager to expand your expertise.
• Confident in volunteering solutions, provide guidance to less experienced team members.
• Deliver a superior client experience via query management and onboarding for clients, consultants and third party administrators.
• Possess a positive ‘get the job done’ attitude, displaying a flexible approach to an ever changing environment.
• Thrive in a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box
• Demonstrate capability to achieve high proficiency in the core systems plus aptitude for learning new applications.
• Actively contribute to the success of projects executed within the team.
• Understand end to end client support processes with the ability to analyse trends in queries
• Serve as a contact for clients / agents for communication of investment instructions
• Demonstrated analytical ability, maturity and judgment in dealing with clients
• Ability to interact confidently with internal partners
• Ability to enlist the support and expertise of others within the team as needed
• Ability to initiate changes with external and internal team members
• Understand and be able to articulate the risks associated with responsibilities, suggest approaches to mitigate risk. Escalate issues as appropriate at the earliest opportunity.

Background of the Client Order Management Associate:

• Current or previous experience in a similar role where daily communication with clients is key
• Models Service Excellence showing excellent communication through professional telephone/email etiquette and interpersonal skills.
• Possess time management and prioritisation skills
• Highly proficient on industry standard software (e.g. Microsoft Office)
• Previous experience in query handling and client servicing a distinct advantage
• An investment professional with a strong understanding of investment management operations
• Able to provide and receive feedback constructively
• Flexible and open to accepting new challenges
• Able to work effectively with others in a team environment with diverse approaches and thinking styles.

This is a fantastic opportunity for an ambitious candidate to join a global investment firm and supports its range of clients in getting the best service they can when they interact with the business. If you have a good knowledge of the investment operations area and have excellent client service skills please get in touch on 0131 473 4921 or email your CV to steven.farlie@changerecruitmentgroup.com