At a Glance
- Tasks: Support operations, manage client relationships, and improve processes in a growing family office.
- Company: Join a certified B Corporation™ focused on positive impact and growth.
- Benefits: Gain valuable experience with potential for permanent role and career advancement.
- Other info: Immediate availability preferred; great opportunity for junior professionals to expand their roles.
- Why this job: Be part of an exciting growth phase and make a real difference in operations.
- Qualifications: 2-3 years in operations, strong communication skills, and KYC/AML 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.
- Support with client onboarding, being the main point of contact with clients in obtaining all documentation for KYC/AML requirements.
- Ensure 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.
- Assist 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.
Operations Analyst - 9-12 Month FTC employer: Coopman Search and Selection | B Corp™
Join a dynamic family office that prioritises growth and employee development, offering a collaborative work culture where your contributions directly impact client satisfaction and operational efficiency. With a commitment to social responsibility as a Certified B Corporation™, you will be part of a team that values ethical practices while providing opportunities for professional advancement in a supportive environment. This role not only promises exposure to diverse operational functions but also the potential for a permanent position as the company expands.
Contact Details:
Coopman Search and Selection | B Corp™ Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Operations Analyst - 9-12 Month FTC
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for an Operations Analyst role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its operations. Familiarise yourself with their products and services, especially around KYC/AML processes. This will show that you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! As an Operations Analyst, you'll need to interact with clients and team members regularly. Role-play common scenarios with a friend to boost your confidence and ensure you can handle client queries smoothly.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and help you land that dream job. Plus, it makes it easier for us to keep track of your progress and get you the support you need.
We think you need these skills to ace Operations Analyst - 9-12 Month FTC
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 bit of personality!
Showcase Your Communication Skills:Since this role involves liaising with clients and team members, make sure to demonstrate your excellent communication skills in your application. Whether it's through your writing style or examples of past experiences, let us know you can connect with people effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Coopman Search and Selection | B Corp™
✨Know Your Stuff
Make sure you brush up on your knowledge of KYC/AML requirements and financial products. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Think of examples where you've successfully managed client relationships or resolved queries, as this will demonstrate your interpersonal skills.
✨Be Detail-Oriented
Highlight your attention to detail during the interview. You might want to prepare examples of how you've ensured accuracy in your previous roles, especially when dealing with documentation or reports.
✨Demonstrate Your Enthusiasm
Let your passion for operations shine through! Talk about why you're excited about this opportunity and how you can contribute to the firm's growth. A positive attitude can make a big difference in how you're perceived.
