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Lead and enhance daily investment operations and fund administration, while driving process improvements, automation and a robust control environment across the function.
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.
The role involves maintaining accurate client onboarding and and ensuring regulatory requirements are fully met throughout the account lifecycle. You will provide operational and administrative support to Front Office teams by managing payments, trades, and ongoing servicing for HNW clients.
The Client Onboarding Executive supports the Retail Investor Relations team by managing the onboarding process for new investors in retail funds. The role focuses on ensuring efficient client setup, regulatory compliance, and high-quality client service.
The Client Onboarding Associate will play a pivotal role in ensuring seamless integration for new clients within the financial services sector. This position requires a detail-oriented professional to oversee and manage the onboarding process in an office based in the City of London.
You, a Team Assistant / PA with excellent attention to detail who can multi task in a fast paced environment, are needed to support a busy team within the transport and distribution sector. This interim position is to cover long term sick leave and you will support 2 Heads of Client Service.
The role supports marketing campaigns through content creation, website updates, and email marketing.It also assists with events, reporting, and delivering marketing requests across the organisation.
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