About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Based in EMEA the Client Service Operations Analyst/Senior Client Service Operations Analyst will be part of the Client Service Operations (CSO) team. This role is within the larger Client Operations group which aims to foster a robust risk culture while enhancing our global support model to provide excellent service to both internal and external stakeholders. The CSO Analyst will act as a key contact for the Client Group working closely with Global Operations Trading Portfolio Implementation and the broader infrastructure platform to deliver best-in-class operational support and solutions.

This role involves collaborating with colleagues across the firm to enhance the client experience whilst simultaneously seeking opportunities to achieve scale via process optimization and to minimize operational risk. Additionally the analyst will provide insights and guidance to ensure we find opportunities to leverage the enterprise technology tools available. The ideal candidate will possess a strong sense of responsibility teamwork and an enthusiastic approach to process improvement. This role is diverse and includes various day-to-day tasks.

RESPONSIBILITIES

• Provide operational support and solutions to client teams by analysing and resolving complex issues and questions

• Work with both internal and external stakeholders including clients vendors custodians and global teams to ensure smooth delivery of services

• Support specific geographies and client types (UCITS Funds German KVG relationships Sub advisory and European insurance clients)

• Utilize regional expertise and language skills to deliver support that aligns with EMEA client regulatory expectations and market practices

• Develop breadth of knowledge across investment strategies and market operations enhancing the firms ability to serve its clients effectively

• Develop and implement effective operational solutions policies and procedures to deliver high-quality service to key stakeholders supporting new products and services

• Identify and implement process improvements and best practices to enhance operational efficiency quality and scalability

SKILLS / EXPERIENCE

• Minimum of 5 years of experience in the financial services industry ideally within investment management asset servicing / custodian banking

• Solid understanding of capital market operations and associated regulatory requirements

• Well-developed interpersonal presentation and communication skills both verbal and written.

• Effective decision-making problem-solving and negotiation skills

• Organized self-starter who thrives in a fast-paced environment with rapidly changing priorities

• Experience using productivity and Low code software tools will be advantageous (Copilot Power Automate Python High Gear Alteryx etc)

Not sure you meet 100% of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.

As an equal opportunity employer Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race color sex sexual orientation gender identity gender expression religion creed national origin age ancestry disability (physical or mental) medical condition citizenship marital status pregnancy veteran or military status genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at .

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.