Client Onboarding & Operations Associate
Client Onboarding & Operations Associate

Client Onboarding & Operations Associate

Entry level 28800 - 43200 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support client services by processing applications and managing transactions.
  • Company: Leading investment management firm in London with a focus on client satisfaction.
  • Benefits: Entry-level role with hybrid work, learning opportunities, and career growth.
  • Why this job: Join a dynamic team and kickstart your career in client operations.
  • Qualifications: Strong attention to detail and excellent organisational skills required.
  • Other info: Perfect for those eager to learn in a collaborative environment.

The predicted salary is between 28800 - 43200 £ per year.

A leading investment management firm is seeking a Client Operations Assistant to support their Client Services Department in London.

Responsibilities include:

  • Processing client applications
  • Compliance checks
  • Managing sensitive transactions
  • Responding to client queries

Ideal candidates will exhibit strong attention to detail, organizational skills, and a collaborative spirit. This permanent position offers an entry-level opportunity in a hybrid workplace, designed for individuals eager to learn and grow in client operations.

Client Onboarding & Operations Associate employer: Robert Walters UK

As a leading investment management firm based in London, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our hybrid workplace not only offers flexibility but also provides comprehensive training and mentorship opportunities, ensuring that our Client Onboarding & Operations Associates can thrive in their roles while contributing to meaningful client relationships.
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Contact Detail:

Robert Walters UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Onboarding & Operations Associate

✨Tip Number 1

Network like a pro! Reach out to people in the investment management field on LinkedIn or at industry events. A friendly chat can open doors and give you insights that might just land you that Client Operations Assistant role.

✨Tip Number 2

Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practising common interview questions will help you feel more confident when discussing your attention to detail and organisational skills.

✨Tip Number 3

Show off your collaborative spirit! During interviews or networking, share examples of how you've worked well in teams. This is key for roles in client operations where teamwork is essential.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and get noticed. Plus, it’s a great way to show your enthusiasm for joining our team!

We think you need these skills to ace Client Onboarding & Operations Associate

Attention to Detail
Organisational Skills
Client Service Skills
Compliance Knowledge
Transaction Management
Communication Skills
Collaboration
Problem-Solving Skills
Adaptability
Eagerness to Learn

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that match the job description. We want to see how your attention to detail and organisational skills shine through!

Craft a Compelling Cover Letter: Your cover letter is your chance to show us your personality and enthusiasm for the role. Share why you're excited about client operations and how you can contribute to our team.

Showcase Your Collaborative Spirit: Since this role involves working closely with others, give examples of how you've successfully collaborated in the past. We love to see teamwork in action!

Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It helps us keep track of your application and ensures it gets to the right people!

How to prepare for a job interview at Robert Walters UK

✨Know the Company Inside Out

Before your interview, take some time to research the investment management firm. Understand their values, mission, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the role.

✨Showcase Your Attention to Detail

Since the role requires strong attention to detail, prepare examples from your past experiences where you demonstrated this skill. Whether it’s a project at university or a previous job, be ready to discuss how your meticulous nature benefited the outcome.

✨Prepare for Client Scenarios

Think about potential client queries you might encounter in the role. Prepare responses that highlight your problem-solving skills and ability to handle sensitive transactions. Practising these scenarios can give you the confidence to tackle similar questions during the interview.

✨Emphasise Your Collaborative Spirit

The job description mentions a collaborative spirit, so be prepared to discuss times when you worked effectively in a team. Highlight your communication skills and how you contributed to group success, as this will resonate well with the interviewers.

Client Onboarding & Operations Associate
Robert Walters UK
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