At a Glance
- Tasks: Support operations, manage client relationships, and improve processes in a growing family office.
- Company: Join a certified B Corporation™ known for its sustainable practices and collaborative culture.
- Benefits: Opportunity for permanent role, professional growth, and exposure to diverse operations.
- Other info: Ideal for junior KYC/AML professionals looking to expand their role.
- Why this job: Be part of an exciting growth phase and make a real impact on client satisfaction.
- Qualifications: 2-3 years in operations, strong communication skills, and basic financial product knowledge.
The predicted salary is between 30000 - 40000 € per year.
We are partnered exclusively with a growing family office, who provide investment advice against a range of regulated products and services, with the search for an Operations Analyst to join them on what would initially be a 9-12 month Fixed Term Contract, with a likelihood of becoming permanent given the business' expansion plans.
Responsibilities of the Operations Analyst:
- Provide support to the Operations Manager when managing relationships with the firm’s Custodian Banks and Counterparties.
- Supporting with client onboarding, being the main point of contact with clients in obtaining all documentation for KYC/AML requirements.
- Ensuring responses to client queries are provided in a timely manner, are thorough and logged with internal tracking tools to provide the highest levels of customer satisfaction.
- Assume responsibility, alongside the Operations Manager, for the timely delivery of monthly portfolio statements and reports for all clients.
- Assisting the Relationship Managers with information needed for client meetings and produce client presentation packs on products and services offered by the business.
- Participate in the identification of process improvements, operational cost reductions or new revenue workstreams.
Experience required of the Operations Analyst:
- 2-3 years proven experience of working within a smaller operations environment would be preferred.
- Excellent communication and interpersonal skills to work with the firm's clients, team members and third parties.
- Basic understanding of Financial Products.
- Knowledge of KYC/AML client onboarding requirements.
- Proficient with all Microsoft Office suite, but specifically within Excel.
- Bring a high attention to detail with a committed and enthusiastic approach to administrative tasks.
This is a fantastic opportunity to join a firm in a highly exciting stage of growth and have exposure to multiple aspects of the firm's operations. We would be open to speaking to junior KYC/AML professionals seeking a broader role for this.
Given the nature of the role, we can only submit those who are immediately available or on less than one month's notice.
As a Certified B Corporation™, we take a different approach to how we do business. Recognised on an international scale as a company that operates for good, we value & incorporate the interests of all of our stakeholders to grow in the most sustainable manner. As a recognised Great Place to Work™, we ensure our workplace is one that fosters professional growth and collaboration.
Operations Analyst - 9-12 Month FTC in London employer: Coopman Search and Selection | B Corp™
Join a dynamic family office that prioritises professional growth and collaboration, offering an exciting opportunity for an Operations Analyst to contribute to their expansion plans. As a Certified B Corporation™, the company is committed to sustainable practices and values the interests of all stakeholders, ensuring a rewarding work environment. With a focus on employee development and a supportive culture, this role provides a unique chance to engage with various aspects of operations while making a meaningful impact.
Contact Detail:
Coopman Search and Selection | B Corp™ Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Operations Analyst - 9-12 Month FTC in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and operations sectors. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values, especially since they’re a Certified B Corporation™. This will help you align your answers with what they care about.
✨Tip Number 3
Showcase your skills in Excel and KYC/AML processes during interviews. Bring examples of how you've used these skills in past roles to improve operations or client satisfaction.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Operations Analyst - 9-12 Month FTC in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Analyst role. Highlight your experience in KYC/AML processes and any relevant operational tasks you've handled. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how you can contribute to our growing family office. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills:Since you'll be interacting with clients and team members, it's crucial to demonstrate your excellent communication skills. Use clear and professional language in your application, and don’t forget to proofread for any typos!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Coopman Search and Selection | B Corp™
✨Know Your KYC/AML Stuff
Make sure you brush up on your knowledge of KYC and AML requirements. Be ready to discuss how you've handled client onboarding in the past, as this role will require you to be the main point of contact for clients. Show them you understand the importance of compliance and can navigate these processes smoothly.
✨Excel at Excel
Since proficiency in Excel is a must-have for this position, take some time to practice your skills. Be prepared to talk about how you've used Excel in previous roles, whether it's for data analysis or creating reports. If you can demonstrate your ability to manipulate data effectively, you'll definitely stand out.
✨Communicate Like a Pro
This role involves a lot of communication with clients and team members, so make sure you showcase your interpersonal skills. Think of examples where you've successfully resolved client queries or improved relationships. Being able to articulate your thoughts clearly will show that you're the right fit for their team.
✨Show Enthusiasm for Process Improvement
The company is looking for someone who can identify process improvements and operational cost reductions. Come prepared with ideas or examples from your past experiences where you've contributed to enhancing efficiency. This will demonstrate your proactive approach and commitment to helping the business grow.
