Client Operations Associate

The Client Operations Associate role supports the day-to-day running of client services, handling client enquiries, operational processes and trade settlements. It is a hands-on position within a dynamic team, requiring diligence, adaptability and a client-first mindset.

Client Details

The client is an investment manager based in the City of London with over £5 billion in assets under management and more than 30,000 investors. They work closely with advisers, wealth managers and private clients to deliver transparent, defensive investment solutions.

Description

The Client Operations Associate's responsibilities include:

• Processing client applications, trades, dealing points and settlements.
• Managing cash payments, reconciliations and reporting.
• Handling client enquiries via phone and email, ensuring timely resolution.
• Maintaining data systems and generating reports.
• Supporting ad-hoc projects and contributing to process improvements.

Profile

The successful Client Operations Associate candidate will be detail-oriented, adaptable and client-focused, with prior operational experience (ideally in Financial Services/Asset Management). They will be quick to learn, proactive, supportive of their colleagues and comfortable working with a broad set of responsibilities in a fast-paced environment.

Job Offer

The candidate will benefit from a supportive culture where their contribution is valued, structured training and onboarding, and clear opportunities for recognition and advancement. They will also be encouraged to contribute to operational improvements and play an active role in shaping client service delivery.