Job Description
Company Description
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 (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.
Job Description
Purpose of the Job
We’re looking for an Associate Manager to work in a high‑performing client services sub‑team delivering world‑class service to a portfolio of corporate clients. You will be responsible for managing a sub team, operational excellence, and client growth, ensuring accurate, timely deliverables while strengthening relationships and uncovering value‑add opportunities.
Main Responsibilities
Operations, Technology & Compliance
- We’re seeking a meticulous, accountable professional to own the daytoday operational rhythm of a client portfolio—ensuring accurate time recording on client matters; reviewing invoices prior to authorisation; driving cash collections within deadlines; and enforcing quality controls by ensuring all policies, procedures, and work instructions are consistently followed.
- You will need to maintain clean, accurate client data and documentation in our core systems (including document and client management platforms), keep complete work logs, and ensure client files are always current.
- You will champion housekeeping standards by enforcing sameday acknowledgement for all client communications, circulating board papers and issuing minutes within prescribed KPIs, preventing any unattended or missed work, eliminating backlogs, and ensuring regular followups through to closure.
- You will monitor internal matters including file reviews—closing all file reviews before deadline and owning the outcome—and bank transaction monitoring (BTM)—ensuring all BTM items are responded to within two days and owning the outcome—while acting promptly on compliance emails.
- You will run an effective team cadence with daily, efficient tasklist meetings with team members, oversee TRC/DPO/BO trackers as applicable; lead audit readiness from the administrative side and apply a holistic lens to every transaction, conducting thorough reviews.
Clients & Growth
- Deliver consistently highquality work by ensuring that client queries are attended to promptly, completing tasks within agreed timelines, and proactively managing escalations.
- Lead the endtoend boardmeeting workflow—ensuring board packs are circulated ahead of meetings and minutes are released promptly in line with established KPIs.
- Build strong client relationships through regular calls, diligently log all interactions, and proactively identify and pursue upsell, crosssell, and newbusiness opportunities while acting as a positive brand ambassador.
- Deliver service that consistently exceeds expectations: maintain regular touchpoints to increase proximity, adhere to clientrequested timelines, anticipate needs, and be readily available; and embed these standards across the team.
- Uphold communication excellence by reviewing all tasks before sending to ensure they are clear, complete, professional, and errorfree.
- Continually surface and progress commercial opportunities within your portfolio and confidently lead fee negotiations and other challenging client conversations.
People Leadership
- Coach and develop a highperforming subteam by setting clear priorities via the workplanning tool, running weekly huddles, and holding quarterly performance conversations, while driving onthejob coaching, structured training, and active knowledge sharing.
- Foster collaboration across support functions and champion a constructive, performancedriven, qualityfocused team culture. Be appropriately assertive and provide timely, actionable feedback—especially when things go wrong—sharing tips, hints, and best practices to improve efficiency.
- Delegate effectively with clear ownership, expectations, and deadlines, and lead as a handson coach through daytoday guidance and formal training sessions.
- Ensure proactive workforce planning and coverage while safeguarding wellbeing and adherence to policy.
#LI-EM1
#LI-Hybrid
Qualifications
- Experience: 5 - 8 years in corporate services including experience mentoring or leading a small team.
- Bachelor’s degree in a relevant field (mandatory)
- Master’s degree or recognised professional qualification (e.g., ACCA, CFA, CGI or equivalent)
- Client excellence: Confident communicator who can manage expectations, handle complaints/escalations professionally, and build rapport via regular calls and touchpoints.
- Strong technical skills: familiar with the Financial Services Act, Companies Act, Insurance Act, and Income Tax Act; adept at interpreting audited financial statements = and analysing shareholders’ agreements and complex constitutions.
- Commercial acumen: Familiar with billing, recoveries, and portfolio health; able to spot and nurture value‑enhancement opportunities.
- Tools: Experience with document/client management systems and payment platforms; disciplined use of a work‑planning tool
Additional Information
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.
