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Client Operations Assistant

West End Permanent £28,000 - £35,000 per year View Job Description
The Client Operations Assistant will play a vital role in supporting the delivery of seamless operations within the financial services sector. This permanent position offers the opportunity to contribute to a professional banking and financial services team.
  • Immediate vacancy, permanent role, West End location of London
  • Investment Management Firm, 6mths -2 years experience required post Studies/Uni

About Our Client

The Client Services Department sits at the heart of the organization, playing a vital role in the day-to- day operations of the business while also serving as the first line of support for our clients. These include financial advisers, retail investors, nominees, banks, and high-net-worth individuals

As a small but fast-growing investment manager, the scope of the team's responsibilities is broad, spanning post-sale client support and a variety of essential operational processes. The team is recognized for delivering outstanding customer service and providing seamless operational support that underpins the wider success of the business.

Job Description

  • Client Onboarding - Processing new client applications and inputting data into relevant systems, ensuring a smooth and timely onboarding experience.
  • Post Management - Opening, sorting and distributing inbound post as well as preparing and sending outbound correspondence.
  • Data Entry - Accurately maintaining and updating data across internal systems.
  • Cash Management and Banking Cheques - Processing incoming client payments, banking cheques, and supporting with bank reconciliation processes
  • Enquiry Management - Managing client queries via our case management system, ensuring timely and professional responses in line with our industry-leading SLAs.
  • Ad-Hoc Projects- Supporting the team with administrative tasks, operational improvements, and other projects as required.

The Successful Applicant

A successful Client Operations Assistant should have:

  • An understanding of financial services, particularly within the banking and investment management sector
  • Ideally a degree, or relevant studies / apprenticeship in the chosen field
  • A desire to start your career at a junior level with a respected Investment Manager in the West End of London
  • Proficiency in using technology and software relevant to operational tasks.
  • Excellent organisational skills with a keen eye for detail.
  • Strong communication skills to liaise effectively with clients and internal teams.
  • The ability to work efficiently under pressure and manage multiple tasks simultaneously.
  • A commitment to maintaining high levels of accuracy and compliance.

What's on Offer

  • Competitive salary ranging from £28,000 to £35,000 per annum
  • 3 days hybrid model
  • Permanent position within a reputable financial services organisation.
  • Opportunities for career development within the banking and financial services industry.
  • A professional and supportive work environment.
  • Additional benefits to be discussed during the interview process.



If you are looking to grow your career as a Client Operations Assistant in the financial services sector, we encourage you to apply today!

Contact
Esther Blunsdon
Quote job ref
JN-062026-7029583
Phone number
+44 207 776 5947

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
West End
Contract type
Permanent
Consultant name
Esther Blunsdon
Consultant phone
+44 207 776 5947
Job reference
JN-062026-7029583