CrawlJobs Logo

Senior Associate, Client Data

brewin.co.uk Logo

Brewin Dolphin

Location Icon

Location:
United Kingdom , London

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

This 12-month Fixed Term contract is to support the Fund Investor Ops & Client Data team. The Senior Associate is responsible for ensuring the accuracy, integrity, an operational usability of client and investor data across the firm’s system and processes. The role acts as a key control point between Sales, Operations, Transfer Agents and Platforms, ensuring that client information is complete, reconciled, and fit for both operational and commercial use. The individual will also support the Fund Investor Operations workflows and controls.

Job Responsibility:

  • Reconcile internal sales and distribution data with third party sources (transfer agent, platform and distributors). Identify and resolve data inconsistencies between internal systems
  • Act as a key contributor to the implementation and adoption of the Fund Distribution Management System, supporting design, testing, data loading, and user acceptance
  • Load, review and maintain high quality data across internal data platforms. Liaise with internal and external vendors to ensure timely updates and completeness of data
  • Assist in BAU tasks such as trade approvals, sales support, and AuM reporting
  • Update and maintain internal process documentation to ensure continuity. Contribute to procedural and efficiency improvements where appropriate
  • Work with Fund Distribution team and Fund Investor Operations team to streamline platform processes, improve data accuracy, and enhance reporting capabilities

Requirements:

  • Knowledge of the financial services industry, segregated assets and UCITs funds and products
  • Proven experience in a related business function (e.g., implementation/client support/service team)
  • Digitally savvy with good understanding of CRM tools, proficient in Microsoft Office
  • Highly organised and detail-oriented
  • ability to multitask in fast-paced environment
  • Exemplify RBC purpose, vision and values
  • Self-motivated and able to work under pressure in a dynamic and fast paced environment
  • A track record of managing deadlines and delivering with a client first mind-set
  • Strong interpersonal skills, ability to collaborate with others across the business
  • Drive and determination

Nice to have:

Salesforce experience is desirable

What we offer:
  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Additional Information:

Job Posted:
March 21, 2026

Expiration:
April 01, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Associate, Client Data

Commercial Senior Associate

This is an opportunity to become a Commercial Senior Associate at a reputable fi...
Location
Location
United Kingdom , Manchester
Salary
Salary:
65000.00 - 75000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified solicitor with a minimum of 5 years PQE in commercial work, possessing expertise in data protection, and ideally, intellectual property and/or IT knowledge
  • Demonstrated track record in exceptional client care, establishing strong rapport with clients and attracting repeat business
  • Ability to work independently and with others, providing supervision to junior team members and supporting partners in the team, while committing to continuous personal development
  • Desire to work in a values-driven organisation, showcasing the willingness to work flexibly and attend offices and clients' premises as needed
  • Proven capability to take work seriously, while maintaining a grounded and approachable attitude
Job Responsibility
Job Responsibility
  • Provide comprehensive legal support to a diverse client base, including businesses in the healthcare, leisure, education, and law sectors, as well as high-profile athletes and organisations in manufacturing, food, insurance, recruitment, and tech industries
  • Deliver agile and pragmatic solutions tailored to each client's unique needs, while effectively communicating with stakeholders from various backgrounds
  • Act as an outsourced in-house counsel, handling commercial contract and advisory matters, with a specific focus on data protection and potentially intellectual property and IT expertise
  • Fulltime
Read More
Arrow Right

Cyber Incident Response Senior Associate

A leading global law firm is seeking a skilled associate to join its Cybersecuri...
Location
Location
United Kingdom , Greater London
Salary
Salary:
140000.00 - 170000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong academic credentials
  • 4–7 PQE in incident response within a national or international law firm
  • Demonstrated ability to manage complex, cross-border cybersecurity incidents
  • Excellent communication and client management skills
Job Responsibility
Job Responsibility
  • Lead and support clients through complex cybersecurity incidents, including data breaches and ransomware attacks
  • Advise on regulatory compliance and risk mitigation strategies
  • Collaborate with multidisciplinary teams to develop and implement incident response plans
  • Contribute to thought leadership and business development initiatives
What we offer
What we offer
  • Collaborative environment
  • Continuous professional development
  • Opportunity to work on high-profile, cross-border incidents
  • Fulltime
Read More
Arrow Right

Senior Data Analyst

Within AKQA, Data & Analytics is one of the fastest growing disciplines that is ...
Location
Location
South Africa , Johannesburg
Salary
Salary:
Not provided
akqa.com Logo
AKQA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in digital analytics, UX/funnel optimisation, and A/B testing
  • Knowledge and mastery of relevant analytics systems and data sources such as: web analytics (Google Analytics), funnel / flow analysis (Content Square), CRM, Survey (Usabilia), BI tools (Tableau, PowerBI), other 3rd party sources, etc.
  • Ability to connect a client’s business goals to a complete measurement plan
  • Strong background in data analysis and insight generation, using statistically sound analytical techniques
  • Highly developed communication and story-telling skills
  • Experience in designing a detailed tracking strategy and ensuring rich data capture
  • Familiarity with creating strategic testing frameworks, learning agendas and associated tools and methodologies
Job Responsibility
Job Responsibility
  • Using data to derive insights and provide optimization recommendations that create better connections with consumers
  • Defining measurement and testing frameworks to business results for our clients
  • Fulltime
Read More
Arrow Right

Senior Data Analyst

Within AKQA, Data & Analytics is one of the fastest growing disciplines that is ...
Location
Location
South Africa , Johannesburg
Salary
Salary:
Not provided
akqa.com Logo
AKQA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in digital analytics, UX/funnel optimisation, and A/B testing
  • Knowledge and mastery of relevant analytics systems and data sources such as: web analytics (Google Analytics), funnel / flow analysis (Content Square), CRM, Survey (Usabilia), BI tools (Tableau, PowerBI), other 3rdparty sources, etc.
  • Ability to connect a client’s business goals to a complete measurement plan that defines the metrics, systems, and methodologies needed to meet those objectives
  • Strong background in data analysis and insight generation, using statistically sound analytical techniques to provide robust descriptive data sets that inform, shape, and defend a business/brand/experience strategy
  • Highly developed communication and story-telling skills, to be able to connect those insights in a way that tells a clear story and leads to clear action – across a variety of formats (reports, presentations, interactive dashboards)
  • Experience in designing a detailed tracking strategy and ensuring rich data capture, as part of tag management (GTM), QA, and implementation guidance to dev team/partners
  • Familiarity with creating strategic testing frameworks, learning agendas and associated tools and methodologies, like using Google Optimise and analysing statistical significance
Job Responsibility
Job Responsibility
  • Passionate about using data to derive insights and provide optimization recommendations that create better connections with consumers
  • Responsible for defining measurement and testing frameworks to business results for our clients
Read More
Arrow Right

VP, Client Services Senior Manager

The KL Client Services Lead is responsible for overall Client Experience relatin...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ yrs experience in a Client Services environment, preferably in Custody
  • Relevant knowledge of more than 1 Custody function is highly advantageous
  • Experience working with global, multi-region initiatives, projects and teams, including large matrix organizations
  • Experience leading/managing Custody operations or any functional unit within Custody is advantageous
  • Strong Custody knowledge and technical know-how is essential
  • Strong analytical skills – the ability to analyze processes and systems, evaluate data, and identify process improvements
  • The ability to coordinate and lead colleagues in achieving a common objective
  • Exceptionally strong interpersonal and relationship-building skills
  • Experience in dealing in high volume, client sensitive issues
  • Energetic, flexible, collaborative, and proactive
Job Responsibility
Job Responsibility
  • Service Level Compliance- 100% service level compliance across all functions, in line with both external contractual agreement as well as internal Product/Business expectation
  • Financial Management across designated GOC for Client Services, ensuring that the department manages cost targets as well as resource management
  • Standardization of service offering across all Operational functions, ensuring that the Client Experience is “One Custody” globally
  • Simplify technology across the group, with key focus on client query tooling, data and reporting
  • Drive Citi initiatives aimed at reducing the high level of touch points and queries within the Bank related to Custody processes
  • Continually review and enhance the Client services processes in partnership with the Functional Heads and direct management team to drive positive client experience
  • Support the execution of any associated Location Strategy activities, ensuring that the operation remains fully compliant with all aspects of Send/Receive site requirements, whilst ensuring suitable training material and post go live support is robust and executed
  • Collaborate with the Productivity Office to assess and support opportunities to reduce inefficiency within the Function
  • Promptly recognize and take action on gaps within the process control framework to ensure that the control steps across the lifecycle of the process are relevant, documented and understood within the process teams
  • Staff management
What we offer
What we offer
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
  • We have a variety of programs that help employees balance their work and life
  • Fulltime
Read More
Arrow Right

Equity Research Senior Associate

The successful candidate will join the Citi Research’s Global Research Center in...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior equity research experience of 3-5 years
  • Relevant work-experience in the Retail and Consumer Internet sector
  • Strong financial modeling skills, including full company modelling experience
  • Good data management and analysis skills and a high degree of comfort with Excel
  • Strong interpersonal skills for dealing with overseas colleagues
  • Ability to work under pressure, with minimal supervision, and in a team environment
  • Highly detail-oriented and possess strong organizational skills
  • Pragmatic "self-starter" who can work both independently and as part of a team
Job Responsibility
Job Responsibility
  • Creation and maintenance of excel models for companies under coverage
  • Creation and maintenance of excel models for industry sub-sectors
  • Tracking of sector news and analysis of periodic statistical data
  • Constant collaboration / information exchange with fellow associates
  • Background analysis as a part of active research on a company / theme
  • Maintenance of research products such as Dailies, preview notes and results notes
  • Completion of ad hoc client requests, often to deadlines
  • Assistance in initiation of coverage on new stocks
  • Support in developing new products
  • Fulltime
Read More
Arrow Right

Senior Associate - Audit

Location
Location
India , Chennai; Coimbatore
Salary
Salary:
Not provided
madrasaccountancy.com Logo
Madras Accountancy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s/Master’s in Accounting, Finance, or related field
  • 4 years of audit experience, preferably in a public accounting firm
  • Strong knowledge of U.S. GAAP, GAAS, PCAOB standards, and SEC reporting (if applicable)
  • Analytical thinking, problem-solving, communication, and teamwork
  • Proficiency in audit software (e.g., CaseWare, ACL, TeamMate) and Microsoft Excel
Job Responsibility
Job Responsibility
  • Perform audit procedures in compliance with U.S. GAAS and firm policies
  • Analyze financial statements and assess internal controls for risk areas
  • Review audit workpapers prepared by associates for accuracy and completeness
  • Identify accounting issues and assist in resolving complex audit matters
  • Serve as a primary point of contact for clients during audit engagements
  • Communicate audit progress, findings, and recommendations to clients
  • Assist in addressing client concerns and resolving audit-related issues
  • Guide and mentor junior associates in audit procedures and technical accounting matters
  • Assist in training sessions and knowledge-sharing initiatives within the audit team
  • Work closely with managers and partners to ensure smooth audit execution
Read More
Arrow Right

Senior Associate, Digital

The Senior Associate is responsible for program- and project-level execution sup...
Location
Location
United States , Austin; Denver
Salary
Salary:
65000.00 USD / Year
ink-co.com Logo
INK Communications Co.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience in social media or digital marketing, agency experience preferred
  • Experience executing paid social media and digital advertising campaigns, preferred
  • Experience in technology and/or renewable energy, preferred
  • Experience with third-party social listening and publishing tools, preferred
  • Excellent writing and clear communication skills
  • Well-organized, skilled multitasker, and resourceful problem-solver
  • Ability to organize and manage tasks and priorities on multiple clients
  • Experience working on and playing a leadership role on teams
  • Desire to be coached and to learn and grow in a digital marketing career
  • Demonstrates strong work ethic and personal accountability
Job Responsibility
Job Responsibility
  • Keeps teams on task for deliverables
  • Writes content for organic and paid social media and digital ads, executes paid social and digital campaigns
  • Moderates client social media accounts and social listening queries
  • Research influencers and brand advocates
  • Analyzes data, extracts insights, and reports back to the team to inform strategy and tactics
  • Has an active voice on client accounts
  • Stays up to date on the broader digital and social media landscape and informs teams on platform updates and trends
  • Informally coaches entry-level colleagues
  • Hones both client and people management skills
  • Meets and/or exceeds internal and client deadlines
What we offer
What we offer
  • Hybrid work environment from our Austin and Denver offices
  • Flexible PTO with guidelines, generous holiday schedule, and early close Fridays at 2 pm in your time zone
  • Top-notch paid medical (INK pays 75%), dental, vision and life insurance which start the first of the month after hire date
  • A 401(k) retirement plan with 3% matching
  • Twelve weeks paid parental leave
  • Quarterly wellness stipend of $150
  • Paid mobile phone service
  • Quarterly volunteer days
  • Bonus programs: new business, hiring referrals, annual tenure bonus
  • Peer-to-peer rewards program
  • Fulltime
Read More
Arrow Right