Client Engagement Associate

The Company My client is a globally recognised financial market infrastructure provider that plays a key role in supporting the safe and efficient operation of the foreign exchange (FX) market. They partner with leading financial institutions to deliver trusted settlement, processing, and data solutions that reduce risk and improve operational resilience. Role Overview The organisation is seeking a highly organised and proactive Global Client & Business Management Assistant to join its Client Engagement team. This position supports a wide range of business management and client service activities, contributing to operational excellence across the global function. The successful candidate will be responsible for assisting with data management, reporting, and client documentation processes, while also helping to drive effective internal communication and stakeholder engagement. The role also plays an important part in supporting the department’s Risk and Control responsibilities, working closely with internal risk, compliance, and operational teams.

Key Responsibilities

• Assist the Client Engagement Business Manager with data collection and preparation for monthly SEC reporting and KPI updates for global leadership meetings

• Maintain and update global KPI records for regular use by the senior leadership team

• Contribute to the production of materials that support department policies and procedures relating to client engagement

• Serve as a key point of contact for Marketing and Communications requests, such as campaign support and client communications

• Support the Client Engagement team by resolving day-to-day client queries promptly and professionally

• Coordinate responses from Client Managers and communicate directly with clients as required to complete monthly, annual, and ad hoc documentation processes

• Manage the process for FX Global Code Statement of Commitment (SoC) requests for publication on the company index

• Assist Business Management with tasks supporting the global sales effort

• Collaborate with Business Risk & Control, Operational Risk Management, and Compliance Risk Management to help uphold a strong risk culture within the department

Experience & Education

• Experience in financial services or financial markets is advantageous

• An understanding of the foreign exchange (FX) market is desirable

• A bachelor’s degree is preferred

Skills & Attributes

• Excellent organisational and coordination abilities

• Strong analytical skills and attention to detail

• Advanced knowledge of Microsoft Excel and PowerPoint

• Effective communication skills, both written and verbal

• A collaborative and team-oriented approach

• Ability to prioritise tasks and manage time effectively

• Eagerness to learn, take initiative, and contribute to team success

• Professional, personable, and confident when dealing with stakeholders

• Strong customer service orientation

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates