Client Services Assistant

Client Operations Assistant *Advertised by OA West End

Job Title: Client Operations AssistantDepartment: Client Services

Contract type: PermanentLocation: Hybrid (London Office)

Salary: £30,000 -£38,000

Summary Up Front:Join our dynamic Client Services Department as a Client Operations Assistant and play a crucial role in supporting our clients and enhancing operational efficiency. If you are detail-oriented, proactive, and eager to learn within a collaborative environment, we want to hear from you!

About Us:We manage over £5 billion of assets for more than 30,000 investors, partnering with financial advisers, wealth managers, and family offices. Our focus lies in delivering innovative investment solutions with a commitment to consistent, stable returns through a defensive and transparent strategy. Our core values-agility, accountability, collaboration, and initiative-shape our culture and drive our success.

The Role:Based in the heart of London, our organisation operates a hybrid work model, blending remote and office work. As a new joiner, you will undergo a comprehensive three-week training programme followed by a five-month competency plan, ensuring you have the support to thrive. Your responsibilities will include:

• Data Entry: Maintain accurate data within our systems.
• Report Generation and Distribution: Assist in creating and distributing client reports.
• Client Onboarding and Trade Entry: Process new client applications and enter trades.
• Dealing and Settlement: Handle investment dealing points and assist with cash settlements.
• Cash Management: Process client payments and support bank reconciliation.
• Enquiry Management: Resolve client email inquiries using our case management system.
• Call Handling: Assist clients with their inquiries over the phone.
• Ad-Hoc Projects: Support various tasks and projects as needed.

Who We Are Looking For:We seek a candidate with a can-do attitude and excellent organisational skills. While experience in financial services is advantageous, it is not required. The ideal candidate will have a strong desire to learn in a fast-paced environment, demonstrating meticulous care in all tasks. A supportive and proactive approach to teamwork is essential, along with the initiative to take ownership of responsibilities and client experiences.

What We Can Offer:

• Culture: Be part of an organisation where your voice is heard, and your contributions are valued. We foster an open, supportive environment within the Client Services Team.

• Training and Development: Receive thorough onboarding, including product and organisational overviews, to ensure your success and growth within the team.

• Recognition of Performance: Work in a team that rewards merit and outperformance. Our company-wide recognition service aligns with our core values.

• Contributing to Change: Engage in continuous improvements to operational procedures and client experiences, gaining necessary support and training to make a meaningful impact.

• Equality, Diversity, and Inclusion: We welcome applications from individuals of all backgrounds and communities.

Join Us:If you are ready to take the next step in your career and contribute to exceptional client service, apply now! This role is an opportunity to grow, learn, and make a difference in a supportive and dynamic environment. Please note this job description is not exhaustive; other related duties may be required as needed.

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.