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This is an entry-level role within the Client Services Department, providing key operational and administrative support across a range of functions. The successful Client Operations Assistant candidate will be integral in maintaining high standards of service delivery to clients, with a focus on accuracy, responsiveness, and teamwork.
Client Details
The client is a fast-growing investment management firm handling over £5 billion in assets for more than 30,000 investors. Their client base includes financial advisers, wealth managers, HNW individuals, nominees, and banks, all of whom receive high-touch, efficient service from the Client Services team.
Description
The Client Operations Assistant's responsibilities include:
- Data Management: Inputting and maintaining accurate data within internal systems.
- Reporting: Assisting in the creation and timely distribution of client reports.
- Client Onboarding and Trade Input: Processing applications and entering trades into the system.
- Transaction Handling: Supporting dealing points, processing payments, and cash settlements.
- Cash Reconciliation: Managing inbound payments and aiding bank reconciliation activities.
- Client Enquiries: Handling queries via email and phone, using a case management system.
- Project Support: Participating in ad-hoc projects and contributing to operational improvements.
Profile
The ideal Client Operations Assistant candidate will possess a strong work ethic, excellent attention to detail, and a proactive, can-do attitude. While previous financial services experience is not essential, the ability to learn quickly, support teammates, and take ownership of tasks is critical. A genuine desire to grow within a dynamic, fast-paced environment will be key to success.
Job Offer
The opportunity to work in a supportive, open workplace with a strong emphasis on collaboration and continuous improvement based in the City of London.
