At a Glance
- Tasks: Oversee operations, manage complex queries, and drive process improvements in client services.
- Company: Join a respected investment manager with a collaborative and supportive culture.
- Benefits: Enjoy competitive salary, bonuses, hybrid work, and regular team socials.
- Other info: Great career progression opportunities in a relaxed, professional environment.
- Why this job: Step into a senior role and make a real impact on client outcomes.
- Qualifications: Experience in asset management, strong Excel skills, and a proactive mindset.
The predicted salary is between 50000 - 60000 £ per year.
Robert Half is partnering with a growing, highly respected investment manager looking to bring in a Senior Client Operations Associate to sit at the heart of their Client Services function. This is a brilliant opportunity for someone who wants to step into a true senior role, offering oversight, driving standards, and acting as a key support to the wider team without formal line management.
A hands-on, operationally focused role where you’ll:
- Oversee day-to-day operations, ensuring workflow runs smoothly, deadlines are met, and quality is consistently high
- Act as a key escalation point for complex queries across client services
- Review and approve critical processes including onboarding, dealing, and transfers
- Take ownership of cash, client money, and asset reconciliations
- Work heavily with Excel (data, reporting, analysis)
- Support process improvements and operational change initiatives
- Play a key role in maintaining excellent client outcomes
Part of a 28-person Client Services function sitting within a close-knit Tax Operations team (~12–13). Highly collaborative setup with strong day-to-day interaction. Social, supportive team culture with great internal visibility.
What They’re Looking For:
- Experience in asset management / financial services operations
- Strong background in reconciliations (cash / client money / assets)
- Advanced Excel skills (data manipulation, formulas, reporting)
- Someone who naturally supports, coaches, and guides others
- Experience improving processes or driving efficiencies
- Proactive, detail-driven, and naturally organised
- A strong communicator who is sociable, visible, and confident
- Someone who keeps their “ears to the ground” and stays on top of team activity
- Brings a leadership mindset
Why Join?
- Clear scope to make your mark and drive improvements
- Strong progression potential aligned to growth and performance
- Hybrid working + flexibility on office days
- Collaborative, values-driven culture where people are recognised
Culture & Benefits:
- Relaxed, professional environment (business casual)
- Regular socials + team events
- Internal recognition schemes + rewards
- Hybrid working model (3 days in office)
- Competitive bonus + annual salary reviews
Process:
- Teams interview
- Assessment (Excel + client scenarios)
- Final with senior leadership
Senior Client Operations Associate in London employer: Robert Half
Join a dynamic and respected investment manager in London as a Senior Client Operations Associate, where you will thrive in a collaborative and supportive environment. With a strong focus on employee growth, this role offers clear progression opportunities, a hybrid working model, and a culture that values recognition and teamwork. Enjoy competitive benefits and the chance to make a significant impact within a close-knit team dedicated to delivering exceptional client outcomes.
