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Client Operations Assistant

City of London Permanent £30,000 - £35,000 per year View Job Description
The Client Operations Assistant supports the day-to-day operational and client service activities within a growing investment management business. It combines administrative processing, client interaction and operational support, with clear progression as knowledge and capability develop.
  • Strong development pathway available
  • The role offers hands-on experience across the middle office

About Our Client

The client is a fast-growing investment manager in the City of London supporting a wide range of stakeholders including financial advisers, retail investors, banks and high-net-worth individuals. They operate a values-led culture focused on collaboration, accountability and delivering a high-quality client experience.

Job Description

The responsibilities of the Client Operations Assistant include:

  • Maintaining accurate data across internal systems
  • Assisting with report production and distribution
  • Processing client onboarding applications and trade entries
  • Supporting dealing, settlement and cash management processes
  • Handling client enquiries via email and telephone within agreed SLAs
  • Assisting with reconciliations, payments and ad-hoc operational projects

The Successful Applicant

A successful Client Operations Assistant should have:

  • A background in financial services or a related field.
  • Strong organisational and administrative skills.
  • Attention to detail and an ability to work accurately under pressure.
  • Proficiency in Microsoft Office and other relevant software tools.
  • Excellent communication skills for liaising with clients and colleagues.
  • An understanding of the banking and financial services industry.
  • A proactive approach to problem-solving and process improvement.

What's on Offer

  • Hybrid working with a central London office
  • Comprehensive onboarding, training and ongoing development
  • Regular performance reviews and clear progression opportunities
  • A collaborative, inclusive culture where contribution is recognised
  • Increased responsibility and exposure based on performance rather than tenure
Contact
Felix Marufu
Quote job ref
JN-022026-6938285
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-022026-6938285