Institutional Operations Client Relationship Manager

 Location: London
 Salary: Excellent
 Job type: Permanent
 Closes: closed

The successful candidate will deal with inbound operational queries and must therefore have an all-round understanding of operations from trading through settlement, distributions and reconciliations.

 

Some of the duties will include:

 

  • Dedicated Client Relationship Manager (CRM) for multiple Institutional clients.
  • Daily monitoring of client liquidity.
  • Communicating with the various FNZ stakeholders on a regular basis throughout the business day as to the real time FNZ Institutional cash flow status.
  • Deal with all operational queries.
  • Production of monthly MI packs.
  • Meet with Service Delivery team to discuss adherence to SLA and KPIs.

 

Background of the successful candidate:

 

  • Working knowledge of dealing/settlement/custody is essential.
  • Previous experience of providing client service to Stock Brokers, Wealth Managers or Private Banks
  • Experience of working in Transfer Agency would be highly beneficial
  • Working towards or have achieved the IOC qualification

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Business Manager - Financial Services

Nathan Macfie


Nathan is one of the founding members of Meraki Talent and specialises in investment management and asset servicing markets. He started his recruitment career in 2011 and has an unrivalled network across the UK. In August 2018 Nathan moved to London to manage Meraki's new office, based in South Kensington.