Client Operations Associate

The Client Operations Associate will support daily client operations within a financial services environment, including data entry, trade processing, and client communication. The position offers structured training and the opportunity to contribute to improving client experience and operational processes.

Client Details

The client is a growing investment manager in the City of London with over £5 billion in assets and a reputation for transparent, stable investment solutions. They prioritise agility, integrity, collaboration, and going the extra mile, with a strong emphasis on employee support and development.

Description

Responsibilities include maintaining data systems, onboarding clients, processing trades, managing client payments, handling enquiries via email and phone, distributing reports, and supporting ad-hoc projects. The Client Operations Associate will also be involved in cash settlement and reconciliation tasks.

Profile

The ideal Client Operations Associate candidate has prior operational experience, preferably in asset management, and demonstrates diligence, adaptability, and eagerness to learn. They will be proactive, team-oriented, and comfortable working in a fast-paced environment with varied responsibilities.

Job Offer

The candidate will receive in-depth training, opportunities for advancement based on merit, and the chance to contribute to operational improvements. They will be part of a collaborative, inclusive team in a supportive hybrid working environment.