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For Companies At a Glance
- Tasks: Support daily operations, process client applications, and manage sensitive financial transactions.
- Company: Leading investment management firm in central London with a focus on client services.
- Benefits: Permanent contract, hybrid work, structured training, and opportunities for career growth.
- Why this job: Join a dynamic team and make a real impact in client operations while learning about investment products.
- Qualifications: Strong attention to detail, organisational skills, and a positive attitude towards learning.
- Other info: Collaborative environment with opportunities to improve operational processes and enhance client service.
The predicted salary is between 28800 - 43200 £ per year.
A leading investment management firm is seeking a Client Operations Assistant to join their highly valued Client Services Department in central London.
What you'll do
- Play an integral role in supporting the day-to-day operations of the Client Services Department.
- Process new client applications efficiently by inputting accurate data into relevant systems to ensure a seamless onboarding experience for all stakeholders.
- Conduct initial and ongoing anti-money laundering (AML) and Know Your Customer (KYC) checks in line with regulatory obligations and internal policies to maintain compliance standards.
- Open, sort, and distribute inbound post as well as prepare and send outbound correspondence to facilitate smooth communication flows within the department.
- Maintain and update data meticulously across internal systems to ensure records are always current and reliable for business operations.
- Handle incoming client payments, bank cheques, and assist with bank reconciliation processes to support effective cash management procedures.
- Manage client queries through the case management system by providing timely, professional responses that align with industry-leading service level agreements.
- Support the team with administrative tasks, operational improvements, and ad-hoc projects as required to enhance overall departmental efficiency.
- Participate actively in structured training programmes and competency plans designed to accelerate your understanding of products and internal workflows.
- Collaborate closely with Client Operations Associates by undertaking junior-level responsibilities while building your confidence and expertise within the role.
What you bring
- Proven ability to deliver meticulous work while handling sensitive information across multiple systems.
- Strong interpersonal skills to communicate clearly with both clients and colleagues while supporting broader team objectives.
- A genuine commitment to accuracy paired with strong organisational capabilities to manage competing priorities or tight deadlines.
- Adaptability to learn quickly from structured training sessions while remaining open-minded about process changes or new challenges.
- Dependability to ensure consistent performance during busy periods or when urgent issues arise.
- A positive attitude towards learning new concepts and willingness to ask questions.
- Collaborative spirit to ensure everyone benefits from shared knowledge and mutual support within this inclusive environment.
Demonstrate
- Excellent attention to detail by consistently delivering accurate work even when handling routine or repetitive tasks.
- Strong organisational skills that enable you to manage multiple priorities effectively within tight deadlines.
- A can-do attitude coupled with reliability, honesty, and a willingness to take ownership of your responsibilities.
- Clear written and verbal communication abilities that allow you to interact professionally with clients and colleagues alike.
- Adaptability by learning quickly on the job, asking thoughtful questions when needed, and embracing change positively.
- Collaboration within teams by offering support wherever necessary while maintaining a pleasant approach under pressure.
- Calmness, focus, and dependability during busy periods or when faced with challenging situations.
- Prior experience in financial services or similar regulated environments as an advantage but not essential for success in this role.
- Proactivity in identifying areas for improvement within operational processes or client service delivery.
About the job
- Contract Type: Permanent
- Focus: Operations
- Workplace Type: Hybrid
- Experience Level: Entry Level
- Location: London
- Job Reference: 4TRQYM-E47FF517
- Date posted: 3 February 2026
- Consultant: Alexandra Butler
Client Operations Assistant employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Operations Assistant
✨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 practising common questions. We recommend using the STAR method to structure your answers—this will help you showcase your skills and experiences effectively.
✨Tip Number 3
Follow up after interviews with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Operations Assistant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant skills and experiences that match the Client Operations Assistant role. We want to see how you can bring value to our team!
Showcase Your Attention to Detail: Since this role involves handling sensitive information, it's crucial to demonstrate your meticulousness. Use examples from your past experiences where you've successfully managed data or completed tasks with precision.
Communicate Clearly: Your written communication skills are key! Ensure your application is clear, concise, and free of errors. This will show us that you can communicate effectively with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Robert Walters UK
✨Know Your Stuff
Before the interview, make sure you understand the basics of client operations and investment management. Brush up on terms like AML and KYC, as well as the specific responsibilities mentioned in the job description. This will show that you're genuinely interested and prepared.
✨Showcase Your Attention to Detail
Since this role requires meticulous work, be ready to provide examples from your past experiences where your attention to detail made a difference. Whether it’s a project at school or a previous job, highlight how your careful approach led to successful outcomes.
✨Practice Your Communication Skills
As you'll be interacting with clients and colleagues, practice clear and professional communication. Consider doing mock interviews with friends or family, focusing on how you articulate your thoughts and respond to questions. This will help you feel more confident during the actual interview.
✨Be Ready to Adapt
The job description mentions the importance of adaptability. Think of situations where you've had to learn quickly or adjust to changes. Be prepared to discuss these experiences, as they will demonstrate your ability to thrive in a dynamic environment.
