Client Management - Global Operations

Oliver James is proud to be working with a leading global financial services institution to recruit a Client Management Associate into their Global Operations & Business Services function.

This is a brilliant opportunity for a client-focused, commercially aware professional to support institutional onboarding and deepen strategic client relationships in a fast-paced Capital Markets environment.

Project management experience is highly preferred, as the role involves working across global desks and stakeholder groups to drive key initiatives.

Key Responsibilities : Own the end-to-end onboarding process for global institutional clients, ensuring alignment with regulatory frameworks (AML / KYC, FATCA, CRS, MiFID)

Collaborate with Sales & Trading to grow and manage strategic buy-side client relationships

Liaise daily with internal stakeholders (Front Office, Legal, Compliance, Credit, Operations) to expedite onboarding and client enablement

Track and prioritise high-value clients and maintain accurate data on onboarding progress

Support global initiatives that enhance onboarding experience, mitigate risk, and improve time-to-market

Assist in driving large client relationship initiatives across the Dealer

Proactively identify bottlenecks or issues, escalate appropriately, and support resolution in a timely manner

Champion continuous improvement through cross-team collaboration and process enhancement

What We're Looking For : 2-4 years' experience in Capital Markets or with buy-side institutions

Strong understanding of financial markets, trading products, and client onboarding workflows

Proven track record managing or supporting institutional client relationships

Familiarity with global regulatory requirements including AML / KYC, FATCA, CRS, and MiFID

Project management skills and experience are a strong advantage

If you believe your experience aligns with this opportunity, we encourage you to apply via the link provided.

For a confidential conversation before applying, please contact :

J-18808-Ljbffr