Middle Office Associate

About Us

Hottinger, an Edmond de Rothschild company, is an international wealth management and multi-family office based in London. We provide independent, bespoke advice and investment management services to wealthy individuals and families, helping them navigate complex financial, investment and generational planning needs. Our firm combines deep expertise with global resources to deliver tailored solutions across asset classes, underpinned by robust governance and a commitment to long-term client relationships.

Edmond de Rothschild is a conviction-based investment house guided by the belief that wealth should be used to help build the future. Family- owned and independent, the firm favours bold investment strategies rooted in the real economy, combining long-term performance and impact.

We are seeking a Middle Office Associate to join the team.

Job Role

The Middle Office Associate provides day-to-day operational support to Relationship Managers, helping them deliver a responsive, high-quality service to clients. The role coordinates client requests and account-related processes, maintains accurate records, and ensures that operational activities are completed in line with internal procedures and applicable requirements.

Key Responsibilities

Relationship Manager support

• Act as a key point of contact for Relationship Managers on operational matters.
• Coordinate client requests and follow them through to completion, keeping relevant colleagues informed of progress.
• Prepare and maintain client documentation, correspondence and account information.
• Support client meetings and reviews by preparing account-related information and materials as required.
• Help resolve day-to-day client service issues, escalating complex or sensitive matters appropriately.

Account opening

• Coordinate account-opening processes, including collecting and checking required documentation.
• Work with Compliance and other relevant teams to support client due diligence and know-your-client processes.
• Process client and account maintenance requests
• Maintain accurate client records and ensure documentation is complete, appropriately recorded and stored.

Client transactions and administration

• Support the processing and monitoring of client instructions
• Check that instructions are complete and follow established verification and approval procedures before processing.
• Liaise with clients, banks, custodians and internal teams to resolve delays, missing information or processing issues.
• Track outstanding requests and follow up to ensure they are completed within agreed service standards.
• Assist with the quarterly production of client information packs for hard and soft copy distribution.
• Maintaining client records
• Maintaining Business Development and pipeline information
• Responsible for analysing, completing and recording internal annual client reviews liaising with the investment managers.

Process improvement

• Identify recurring client-service or administration issues and suggest practical improvements.
• Contribute to the development and maintenance of procedures, checklists and team guidance.
• Participate in operational projects, system changes and user testing where required.

Assist with several ongoing projects happening across different teams.

Skills and Experience

• Experience in client services, wealth-management operations, private banking or a similar financial-services environment.
• Strong customer-service skills and a professional approach to supporting client-facing colleagues.
• Experience coordinating onboarding processes.
• Familiarity with client due diligence and account-opening requirements
• Excellent attention to detail and the ability to manage multiple requests and deadlines.
• Clear written and verbal communication skills.
• Good organisational and follow-up skills, with the judgement to escalate issues appropriately.
• Proficiency in Microsoft Office, particularly Outlook, Word and Excel.
• A high standard of discretion and care when handling confidential client information.
• A relevant financial-services qualification, or willingness to work towards one.