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:

Jessica Murray
📧 jessica.murray@oliverjames.com
📞 01 485 4498