Client Services Consultant (analyst level)

Position:              Client Services Consultant (analyst level)

Job Location:     London, UK (hybrid)

We are a company driven by a solid set of principles (see below) and purposes such as diversity, equity, and inclusion. Our working culture provides flexibility and naturally a ‘hybrid’ working model as standard. We are part of the Women in Finance Charter, an initiative set up by the UK’s HM Treasury. We want to benefit from the many positives that come by having a more diverse working culture throughout all levels of seniority and lines of business. Our workforce enjoys excellent benefits, including private healthcare, a brilliant pension, and a host of other benefits to ensure you and yours are kept safe and protected.

MetLife Success Principles

• Build Tomorrow – We change and innovate for sustained performance
• Win Together - We collaborate and empower each other to succeed
• Own It - We deliver for our customers

You’ll be joining a business that is expanding, cares about the community and the environment. You will get a 9% pension as standard, increasing to 13% company max contribution (plus your 4% = a 17% pension). You can also get up to 31 days holiday, hybrid working, life assurance - employee, income protection, private medical insurance, mortgage advice, gadget cover, life assurance - partner, critical illness, travel insurance and dental cover.

Role Value Proposition

This is an ideal role for something looking to take their initial Investment experience into Asset Management / Investment Management. Encompassing elements of front office, with plenty of client interaction, this middle office role will see you undertaking investment operations. The successful Client Service Consultant is a member of the Private Capital Client Service Operations team within MIM. This role would suit an Analyst to Associate experienced professional. The highly motivated Client Service professional will support, and help enhance, the client experience for MIM’s Private Capital clients.  The Client Service professional will lead client onboarding, lead wide-ranging and impactful projects, and should feel comfortable cultivating existing and new client relationships.  

Key Responsibilities

• Produce and deliver timely and accurate client reports for MIM’s portfolios and funds
• Effectively answer ad-hoc and/or follow-up questions from clients, investors, and internal partners
• Lead the client onboarding, offboarding, and change management process
• Lead projects to achieve efficiencies and improve existing processes
• Provide oversight for cash and position reconciliations
• Manage operational aspects of deal flow from origination through settlement
• Ensure effective risk management is taken into account in all day to day activities, in accordance with ME risk policies, and escalate any areas of concern to line manager and where appropriate Risk Management function.

Essential Business Experience and Technical Skills

• Undergraduate degree in Business Administration, Accounting, or Finance
• Relevant experience in the Investment Management industry (operations; reconciliations, payments etc), usually 2-4yrs 
• Institutional client experience
• Excellent written and verbal communication skills and attention to detail
• Demonstrated record of success in servicing institutional clients or funds
• Exceptional multi-tasking and time management skills
• Proficiency with all Microsoft Office applications (Excel, PowerPoint, Word)
• Capable of thriving in a fast paced, dynamic environment
• Fluent English speaker

Preferred Business Experience and Technical Skills

• Experience with Aladdin, Salesforce and Vermilion

Key Relationships

• Reports to:  Global Head of Private Capital Client Service Operations

• Direct reports/team: 0/0
• Key Stakeholders: Institutional Client Group, Portfolio Management, External Clients

MetLife Investment Management (“MIM”), MetLife Inc.’s institutional investment management business, is a premier asset manager with breadth across various asset sectors and global markets, and strong asset-liability management capabilities.  With nearly $600 billion combined domestic and international assets under management, MIM is an important contributor to MetLife’s financial performance.  The primary objective of MIM is to maximize our institutional client’s long-term economic value by investing in assets that support the client’s liabilities and produce a consistent stream of operating earnings

MetLife will assist in the funding of Professional Fees for employees where it is relevant and aligned to your position within the organisation.  MetLife reserve the right to make a judgement on whether the subscription is relevant or not to your role as well as cease the payment at any time. This type of subscription will not incur “benefit in kind” tax. 

At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.

To view our MetLife Job Applicants Privacy Notice please click Privacy policy (metlife.co.uk)

At MetLife, we’re leading the global transformation of an industry we’ve long defined. Founded in 1868, MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. We have operations in more than 40 countries and hold leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.

We are one of the largest institutional investors in the U.S., ranked #50 on the Fortune 500 list, and honored to have been named to Fortune magazine's list of the "World's Most Admired Companies" for three consecutive years.  

MetLife employees are united by purpose, guided by empathy and inspired by one another’s unique backgrounds and perspective to make a difference in the lives of our customers, communities, and the world at large.

This role is subject to the Senior Manager and Certification Regime. To comply with the FCA’s Tier 1 Conduct Rules which are as follows:

Tier 1 – Individual Conduct Rules

1. You must act with integrity
2. You must act with due care, skill and diligence
3. You must be open and cooperative with the FCA, the PRA and other regulators
4. You must pay due regard to the interests of customers and treat them fairly
5. You must observe proper standards of market conduct

To view our MetLife Job Applicants Privacy Notice please click Privacy policy (metlife.co.uk)

MetLife is proud to be an equal opportunity employer.  We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce.  It is the policy of MetLife to ensure equal employment opportunity without discrimination on any basis protected by law.

For immediate consideration, click the Apply Now button. You will be directed to complete an on-line profile. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.

Requisition #: 132897 

To view our MetLife Job Applicants Privacy Notice please click Privacy policy (metlife.co.uk)

We welcome applications from candidates of all backgrounds, ethnicities, genders, religions and sexual orientations. 

We strive to find the best candidate for all positions and a diverse range of applicants ensures we widen our talent pool in order to achieve this. 

Those with disabilities and neurodiverse conditions, please do let us know about your reasonable adjustments to ensure that we can best meet your needs.

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