Client Service Associate - Liquidity

FDM is a global business and technology consultancy seeking a Client Service Associate to work for our client within the financial services sector. This is initially a 6-month contract with the potential to extend and will be a hybrid role that will be based in London .

Our client is seeking a driven and experienced professional to support their Liquidity Client Services team. This role will focus on investor onboarding, client servicing, and operational oversight for money market and liquidity fund products. The successful candidate will act as a key point of contact for clients, vendors, and internal stakeholders, while ensuring all operational processes and governance standards are met.

Responsibilities:

• Manage end-to-end investor onboarding, including collection and review of documentation and coordination with internal teams.
• Act as a primary contact for client queries relating to trades, settlements, account setup, and product information.
• Collaborate with Transfer Agency governance and client service teams to oversee daily operational activities.
• Support KYC/AML refresh processes and ensure client records remain accurate and compliant.
• Work with internal stakeholders, including portfolio managers, distribution teams, and vendors, to resolve issues and maintain a high standard of client service.
• Assist with data analysis, preparation of reports, and contribution to board pack materials.
• Participate in process improvement initiatives, including workflow automation and systems enhancements.
• Support project work and contribute to the development of liquidity product initiatives.

Requirements:

• Minimum of 5 years' experience in the fund industry, ideally within liquidity or money market products.
• Strong experience in investor onboarding processes, including documentation management, account setup, and client due diligence.
• Working knowledge of KYC and AML requirements and the overall investor lifecycle.
• Experience interacting with Transfer Agents, fund administrators, vendors, and operational teams.
• Excellent stakeholder management skills with the ability to communicate effectively with clients, portfolio managers, and distribution teams.
• Strong analytical skills with experience working with operational data, reporting, and documentation.
• Ability to work in a fast-paced, intraday environment and adapt quickly to changing priorities.
• Competent user of Microsoft Excel, Outlook, and other standard operational tools; familiarity with SWIFT processes or TA platforms is advantageous.
• Detail-oriented with a strong sense of ownership, problem-solving ability, and accountability.

We are a business and technology consultancy and one of the UK's leading graduate employers, recruiting the brightest talent to become the innovators of tomorrow. We have centres across Europe, North America and Asia-Pacific, and a global workforce of over 2,500 employees. FDM has shown exponential growth throughout the years, firmly establishing itself as an award-winning employer and is listed on the FTSE4Good Index.

Diversity and Inclusion

FDM Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status or any other status protected by federal, provincial or local laws.

Why join us:

• Career coaching, mentoring and access to upskilling throughout your entire FDM career
• Assignments with global companies and opportunities to work abroad
• Opportunity to re-skill and up-skill into new areas and develop non-linear career paths
• Annual leave and workplace pension