Client Implementation Associate
We are seeking Client Implementation Associates to join our team in a hybrid capacity, with the flexibility to work remotely as well as from our Leeds offices.
In this role, you will play a key part in managing changes to our existing client mandates and the onboarding of new clients and related managers/vendors. Additionally, you will support the end delivery of our reporting and manage and source responses to queries from wide ranging internal teams, and a range of external parties, including custodians, investment managers, auditors and administrators.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.
What the day will look like
Youu2019ll work across a range of our delegated investment clients, liaising with multiple internal and external parties at many different levels of seniority, to successfully onboard and amend client mandates. Additionally, you will be managing a range of queries, requests and questions related to our delegated clients. Great organisation and task management will be essential in progressing multiple tasks to target.
Driving the on-boarding process for new clients, which includes coordination of legal and fund documentation, account set-up, AML/KYC checks and transition planning
Coordinating mandate changes (e.g. guidelines, benchmarks), manager allocations and other changes
Delivering completed reporting to client teams via our investment portals and through traditional delivery methods
Responding to information requests from clients and their auditors, consultants, actuaries, and administrators
Providing general ongoing client service support to our wider business
Maintaining operational procedure and control documentation for the business
How this opportunity is different
Being uniquely positioned, the UK Investment Operations team operates in a demanding, fastu2011moving environment, offering exposure to a dynamic, multiu2011asset fundu2011ofu2011funds platform. This role provides a rare opportunity to work across a broad range of activities, with genuinely varied and intellectually interesting responsibilities. As you develop, youu2019ll take on increasing levels of ownership and gain direct involvement in high-profile areas of the business, such as our OCIO offering, creating a strong platform for progression and career growth.
Skills and experience that will lead to success
Excellent project and multi-task management skills are essential.
You must be strong with workload organisation to stay on top of lots of complex moving parts
Excellent verbal and written communication skills, with the ability to convey complex information clearly and confidently
Excellent communication skills, both verbal and written
Strong interpersonal skills, with a proven ability to build and maintain effective relationships with internal stakeholders and external parties
High level of attention to detail, ensuring accuracy and consistency in all deliverables.
Ability to work to tight deadlines
Ability to work as part of a team and on your own initiative
Experience working in an Operations team, ideally within financial services or a related investment environment
A good understanding of all major asset classes, and of different pooled and segregated investment structures
A basic understanding of pension funds
#LI-JK1
#LI-HYBRID
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Client Implementation Associate
We are seeking Client Implementation Associates to join our team in a hybrid capacity, with the flexibility to work remotely as well as from our Leeds offices.
In this role, you will play a key part in managing changes to our existing client mandates and the onboarding of new clients and related managers/vendors. Additionally, you will support the end delivery of our reporting and manage and source responses to queries from wide ranging internal teams, and a range of external parties, including custodians, investment managers, auditors and administrators.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.
What the day will look like
Youu2019ll work across a range of our delegated investment clients, liaising with multiple internal and external parties at many different levels of seniority, to successfully onboard and amend client mandates. Additionally, you will be managing a range of queries, requests and questions related to our delegated clients. Great organisation and task management will be essential in progressing multiple tasks to target.
Driving the on-boarding process for new clients, which includes coordination of legal and fund documentation, account set-up, AML/KYC checks and transition planning
Coordinating mandate changes (e.g. guidelines, benchmarks), manager allocations and other changes
Delivering completed reporting to client teams via our investment portals and through traditional delivery methods
Responding to information requests from clients and their auditors, consultants, actuaries, and administrators
Providing general ongoing client service support to our wider business
Maintaining operational procedure and control documentation for the business
How this opportunity is different
Being uniquely positioned, the UK Investment Operations team operates in a demanding, fastu2011moving environment, offering exposure to a dynamic, multiu2011asset fundu2011ofu2011funds platform. This role provides a rare opportunity to work across a broad range of activities, with genuinely varied and intellectually interesting responsibilities. As you develop, youu2019ll take on increasing levels of ownership and gain direct involvement in high-profile areas of the business, such as our OCIO offering, creating a strong platform for progression and career growth.
Skills and experience that will lead to success
Excellent project and multi-task management skills are essential.
You must be strong with workload organisation to stay on top of lots of complex moving parts
Excellent verbal and written communication skills, with the ability to convey complex information clearly and confidently
Excellent communication skills, both verbal and written
Strong interpersonal skills, with a proven ability to build and maintain effective relationships with internal stakeholders and external parties
High level of attention to detail, ensuring accuracy and consistency in all deliverables.
Ability to work to tight deadlines
Ability to work as part of a team and on your own initiative
Experience working in an Operations team, ideally within financial services or a related investment environment
A good understanding of all major asset classes, and of different pooled and segregated investment structures
A basic understanding of pension funds
#LI-JK1
#LI-HYBRID…