At a Glance
- Tasks: Support clients with trade, cash management, and enquiries in a dynamic investment firm.
- Company: Thriving investment manager with a diverse client base and rapid growth.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Exciting projects and potential for skill development in a professional setting.
- Why this job: Join a growing team and make a real impact in the financial services industry.
- Qualifications: Degree educated with experience in middle office operations and client interaction.
The predicted salary is between 40500 - 49500 £ per year.
The Client Operations Associate will support across Trade support, cash management, settlements as well as serving clients with their enquires and portfolios.
Excellent opportunity in a growing and thriving investment manager.
Client Details This position is with a well-established organisation in the Investment Management space.
They are rapidly growing and have a range of clients including banks, retail investors and HNW individuals.
Description Report Generation and Distribution - Assisting with the creation and distribution of reports to our clients Client Onboarding and Trade Entry - Processing new client applications and inputting trades into our systems Dealing and Settlement - Processing dealing points for our investments, in which shares are bought or sold on behalf of our clients, and assisting with cash settlement processes Cash Management - Processing payments in from clients and assisting with bank reconciliation processes Enquiry Management - Using our case management system, resolving client email enquiries according to our industry leading SLAs Call Handling - Assisting our clients with their enquiries on the phone Ad-Hoc Projects- Assisting with ad-hoc tasks and projects as require Profile A successful Client Operations Associate should have: Experience in a middle office Operations role within Financial Services Degree educated Experience of dealing with clients within a financial environment.
Knowledge of compliance and regulatory requirements in the financial services industry.
Excellent written and verbal communication skills.
Job Offer A competitive salary of approximately 40,500 to 49,500 per annum.
Fixed-term contract with potential for skill development and career growth.
Supportive and professional working environment.
Client Operations Associate employer: Michael Page Finance
This thriving technology company in Yorkshire is an excellent employer, offering a supportive and inclusive culture that prioritises employee development and innovation. With opportunities for professional growth and the potential for the Interim Financial Accountant role to transition into a permanent position, employees can thrive in a dynamic environment while enjoying the benefits of remote working.
