Client Operations Assistant

City of London Permanent £30,000 - £35,000 per year View Job Description
This is an entry-level role within the Client Services Department, providing operational and client support across a wide range of functions. The position is designed to develop skills and knowledge while supporting more senior associates in delivering excellent client service.
  • Role offering structured training and development
  • Supportive team culture where performance is recognised

About Our Client

The client is a specialist investment manager with a strong focus on consistent, stable returns, working in partnership with financial advisers, wealth managers, family offices, retail investors, nominees, banks, and high-net-worth individuals. The successful Client Operations Assistant will join a growing team within a successful company.

Job Description

The duties of the Client Operations Assistant include:

  • Entering and maintaining accurate data across systems.
  • Generating and distributing client reports.
  • Supporting onboarding and processing trades.
  • Assisting with dealing points, settlements, and cash management.
  • Managing email and phone enquiries to high service standards.
  • Supporting ad-hoc projects and operational improvements.

The Successful Applicant

The ideal Client Operations Assistant candidate will have excellent attention to detail, strong organisational skills, and a proactive, can-do attitude. Financial services experience is an advantage but not essential, as the role suits someone eager to learn quickly, support their team, and take ownership of their work.

What's on Offer

The candidate will benefit from an open, inclusive culture, structured training, and opportunities for professional development within the City of London. Exceptional performance is rewarded with greater responsibility, recognition, and the chance to directly influence improvements to client experience and operational processes.

Contact
Felix Marufu
Quote job ref
JN-012026-6916694
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-012026-6916694