Associate Manager - Client Administration

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

What’s In It For You

• Competitive salary
• We are globally hybrid with 2 days in office (please check the specifics for this role during interview process) 
• Flexible working hours
• Private Pension Plan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses

Main Responsibilities

Deliver operational excellence and ensure compliance:

• Working in accordance with the established Compliance and AML/CFT policies and procedures of Ocorian to ensure that all Client Administration work is being processed accordingly.
• Creating and maintaining high quality operating standards, procedures/best practices and quality controls.
• Providing support to the Unit Head and Head of Global Service Delivery on key projects and with building up reports.
• Ensuring that the Client Administration Team is delivering high quality work, while ensuring that all prescribed timelines are being met, at all times.
• Driving operational excellence in the delivery of internal client services, monitoring data accuracy and reviewing policies, processes and practices to drive efficiency. 
• Utilising technology to drive productivity and ensuring activities are delivered in line with internal service levels.  
• Enabling growth by meeting or exceeding targets and contributing to strategic initiatives.  Growing commerciality skills and business acumen to take on greater responsibility.
• Assisting with any adhoc Client Administration related tasks allocated from time to time by the Associate Manager/Manager/Unit Head.
• To participate actively in process improvement initiatives.

Deliver client centric service/Maintain trusted partnerships:

• Maintaining and growing strong internal and external relationships and collaborating effectively to deliver quality and timely support. 
• Developing ability to work independently on larger/more complex activities, flexing your style to achieve great outcomes.

Lead team members:

• Managing and growing the team.  Setting goals and performance standards.
• Motivating and empowering them to deliver high quality work. Providing guidance to team members on technical matters, including processes to be followed.
• Growing team skills through coaching and training enabling them to work more independently and take on more complex work.
• Leading people activities such as recruitment, performance appraisals and performance management.
• Developing a deeper understanding of how to support others to succeed and progress.
• Creating a positive working environment for the team and encourage participation in all events

Ensure Financial Management:

• Managing cost levers in the provision of internal services to ensure internal client needs are met within budget.
• Identifying areas where costs can be reduced without compromising service quality.

#LI-EM1

#LI-Hybrid

• A degree in law, management, finance or related field. 
• ICSA or ACCA or any professional qualification related to the Global or financial sector would be an advantage. 

Knowledge, Skills and Experience 

• 5-6 years of work experience in the financial services sector. 
• Fluent in French and English.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.