Graduate Client Operations Assistant

London Permanent £30,000 - £35,000 per year View Job Description
The Graduate Client Operations Assistant role 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.
  • Structured training, a clear competency plan and ongoing reviews
  • Hands-on experience across client onboarding, dealing, cash management and more

About Our Client

The client is a fast-growing investment manager 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 duties of the Graduate 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

The successful Graduate Client Operations Assistant candidate will have a proactive, can-do attitude with strong attention to detail and organisational skills. They will be eager to learn, quick to pick up new processes, supportive of colleagues and capable of taking ownership of tasks and the client experience, with prior financial services experience being beneficial but not essential.

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
London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-022026-6938285