At a Glance
- Tasks: Support clients and manage onboarding, account administration, and servicing requests.
- Company: Join a growing investment management firm in London.
- Benefits: Up to £32,000 salary, 25 days holiday, and health benefits.
- Other info: Enjoy regular company events and a supportive team culture.
- Why this job: Kickstart your career in a dynamic investment environment with growth opportunities.
- Qualifications: 2 years' experience in financial services and strong organisational skills.
The predicted salary is between 32000 - 32000 £ per year.
We are looking for a proactive and detail-oriented Client Operations Associate to join a growing investment management firm. Working closely with the Client Operations Manager, you will support clients, advisers and investment professionals across onboarding, account administration, transfers and ongoing servicing.
Key Responsibilities
- Managing client onboarding and account opening processes
- Processing transfers, withdrawals and account amendments
- Supporting ISA subscriptions and monitoring incoming funds
- Handling client servicing requests and platform administration
- Maintaining accurate client records and supporting annual reviews
- Liaising with advisers, clients and third-party providers
Requirements
- Minimum 2 years' experience in wealth management, investment operations or financial services administration
- Understanding of investment products, tax wrappers and client account types
- Strong organisational, communication and IT skills
- Experience with investment platforms and private client environments is advantageous
Benefits
- Up to £32,000 salary
- 25 days holiday, increasing to 30 days with service
- 4% matched pension
- Death in Service and Income Protection
- Health Cash Plan
- Cycle to Work Scheme
- Employee Assistance Programme
- Employee discounts and health screening discounts
- Regular company events
This is an excellent opportunity for someone looking to develop their career within a high-quality investment management environment.
Client Operations Associate employer: Recruit UK
Join a dynamic investment management firm in London that prioritises employee growth and well-being. With a supportive work culture, competitive salary, and comprehensive benefits including a generous holiday allowance and health cash plan, this role as a Client Operations Associate offers a meaningful opportunity to advance your career while contributing to client success. The firm fosters a collaborative environment with regular company events, ensuring you feel valued and engaged in your professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land Client Operations Associate
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to client operations. Think about your past experiences and how they relate to the role. We want you to shine when discussing your skills in onboarding and account administration!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client records or handled multiple tasks efficiently. This will demonstrate that you're the detail-oriented candidate they're looking for.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client Operations Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Operations Associate role. Highlight your experience in wealth management and investment operations, and don’t forget to mention any relevant skills that match the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific experiences that relate to client onboarding and account administration to show us you understand the key responsibilities.
Showcase Your Communication Skills:Since this role involves liaising with clients and advisers, make sure to demonstrate your strong communication skills in your application. Use clear and concise language, and don’t shy away from sharing examples of how you’ve effectively communicated in past roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of investment products and client account types. Being able to discuss these confidently will show that you understand the industry and can hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your previous roles in wealth management or financial services. Highlight how you've managed client onboarding or handled account administration, as this will demonstrate your relevant experience.
✨Be Proactive
During the interview, express your proactive approach to problem-solving. Share instances where you took the initiative to improve processes or enhance client servicing, as this aligns perfectly with the role's requirements.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s operations and culture. This not only shows your interest but also helps you gauge if the firm is the right fit for you. Think about asking how they support ongoing training and development.
