At a Glance
- Tasks: Support operations, manage client relationships, and improve processes in a growing family office.
- Company: Join a certified B CorporationTM known for its sustainable business practices and collaborative culture.
- Benefits: Gain valuable experience with potential for permanent role and professional growth.
- Other info: Immediate availability preferred; great opportunity for junior KYC/AML professionals.
- Why this job: Be part of an exciting growth phase and make a real impact on operations.
- 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.
- 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.
As a Certified B CorporationTM, we take a different approach to how we do business. Recognised on an international scale as a company that operates for good, we value and incorporate the interests of all of our stakeholders to grow in the most sustainable manner. As a recognised Great Place to WorkTM, we ensure our workplace is one that fosters professional growth and collaboration.
Operations Analyst - 9-12 Month FTC in Slough employer: Coopman Search and Selection | B CorpTM
Join a dynamic family office that prioritises sustainable growth and values its employees as part of its mission. With a strong commitment to professional development, you will have the opportunity to engage in diverse operational tasks while contributing to meaningful client relationships. Our collaborative work culture, recognised as a Great Place to Work™, ensures that you will thrive in an environment that supports your career aspirations and personal growth.
Contact Details:
Coopman Search and Selection | B CorpTM Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Operations Analyst - 9-12 Month FTC in Slough
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and operations sectors. You never know who might have a lead on that perfect Operations Analyst role. Plus, personal recommendations can really make you stand out.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is with a family office focused on sustainable growth, show them you understand their mission and how you can contribute to it. Tailor your answers to reflect their goals!
✨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 interview questions with a friend to boost your confidence and ensure you come across as personable and professional.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Operations Analyst - 9-12 Month FTC in Slough
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 and any relevant operational tasks you've handled. We want to see how your skills match 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 impactful!
Show Off Your Communication Skills:Since this role involves client interaction, make sure your written application reflects your excellent communication skills. We love clear, professional language that shows you can engage with clients 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 this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Coopman Search and Selection | B CorpTM
✨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.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's operations and their expansion plans. This shows your genuine interest in the role and helps you understand how you can contribute to their growth.
