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Client Order Management Specialist

Job details



Date Posted

6 November 2020


Job Type


Job ID


£40,000 - £50,000


Our client is a leading player within the investment management sector. Due to continued company growth and success, they are now looking to recruit a Client Order Management Specialist to join one of their high-performing Retail Platform teams. This role will best suit candidates with experience in Unit Trust Dealing, Client Order Management or Box Management.

Working closely alongside the Platform Oversight Manager, the Client Order Management Specialist will take responsibility for the following duties:

  • Supporting with the launch of a new product, focusing on the manual processing of deals and cash movements
  • Instructing trades
  • High volume dealing, completed accurately and within set deadlines
  • Supporting the automation and integration of processes and associated controls into the wider Retail Operations, Dealing and Box Management teams
  • Managing the relationship with the Third Party provider
  • Ensuring the compliance of platform service provider business activities; having oversight of their activities and making sure regulatory and policy guidelines are adhered to
  • Proactively identifying and remediating control gaps
  • Designing controls to mitigate risk and breaches
  • Handling the Dealing mailbox
  • Representing the Retail Platform team at internal and external meetings

The Client Order Management Specialist will meet the following skill set:

  • Proven experience of doing manual dealing or manual processing
  • Experience within a retail operations or platform environment
  • Experience within Dealing, Box Management or Client Order Management
  • Strong eye for detail and prides themselves on working with accuracy
  • Workflow analysis and documentation knowledge

This is an exciting new role geared towards candidates with Unit Trust Dealing, Client Order Management or Box Management experience looking for a new challenge.

The company offers clear career progression, study support and a collaborative company culture.

If you believe your background meets the criteria, please apply with your CV.

Note, only successful candidates will be responded to.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age”

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