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For Companies At a Glance
- Tasks: Support client operations by managing data, reports, and enquiries with a proactive approach.
- Company: Join a specialist investment manager focused on stable returns and strong partnerships.
- Benefits: Structured training, professional development, and a supportive team culture.
- Why this job: Make a real impact in a growing team while developing your skills in finance.
- Qualifications: Attention to detail, strong organisation skills, and a can-do attitude are essential.
- Other info: Exceptional performance leads to recognition and greater responsibilities.
The predicted salary is between 36000 - 60000 £ per year.
Role offering structured training and development.
Supportive team culture where performance is recognised.
About Our Client
The client is a specialist investment manager with a strong focus on consistent, stable returns, working in partnership with financial advisers, wealth managers, family offices, retail investors, nominees, banks, and high-net-worth individuals. The successful Client Operations Assistant will join a growing team within a successful company.
Job Description
The duties of the Client Operations Assistant include:
- Entering and maintaining accurate data across systems.
- Generating and distributing client reports.
- Supporting onboarding and processing trades.
- Assisting with dealing points, settlements, and cash management.
- Managing email and phone enquiries to high service standards.
- Supporting ad-hoc projects and operational improvements.
The Successful Applicant
The ideal Client Operations Assistant candidate will have excellent attention to detail, strong organisational skills, and a proactive, can-do attitude. Financial services experience is an advantage but not essential, as the role suits someone eager to learn quickly, support their team, and take ownership of their work.
What’s on Offer
The candidate will benefit from an open, inclusive culture, structured training, and opportunities for professional development within the City of London. Exceptional performance is rewarded with greater responsibility, recognition, and the chance to directly influence improvements to client experience and operational processes.
Client Operations Assistant - Specialist Investment Manager in London employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Operations Assistant - Specialist Investment Manager in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 and how they align with your own. This will help you stand out as someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Client Operations Assistant - Specialist Investment Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Operations Assistant role. Highlight any relevant experience, even if it’s not in financial services, and show us how your attention to detail and organisational skills shine through.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for our team. Share your enthusiasm for the role and how your proactive attitude can contribute to our supportive culture. Don’t forget to mention any specific projects or experiences that relate to the job!
Showcase Your Communication Skills: As a Client Operations Assistant, you'll be managing enquiries and generating reports. Use your application to demonstrate your strong communication skills. Whether it’s through clear language in your CV or a well-structured cover letter, let us see how you can convey information 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 don’t miss out on any important updates. Plus, it shows us you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Page Personnel
✨Know Your Numbers
As a Client Operations Assistant, you'll be dealing with data and reports. Brush up on your numerical skills and be ready to discuss how you ensure accuracy in your work. Mention any tools or methods you use to maintain precision.
✨Show Your Organisational Skills
This role requires strong organisational abilities. Prepare examples of how you've managed multiple tasks or projects in the past. Highlight any systems or processes you've implemented to keep things running smoothly.
✨Demonstrate a Proactive Attitude
The ideal candidate has a can-do attitude. Think of instances where you've taken initiative, whether it was improving a process or helping a colleague. Be ready to share these stories to show you're someone who takes ownership of their work.
✨Understand the Client's Needs
Since you'll be supporting high-net-worth individuals and financial advisers, it's crucial to understand their expectations. Research the company and its clients beforehand, and be prepared to discuss how you would approach client interactions to ensure high service standards.
