Investment Operations & Onboarding Specialist

Investment Operations & Onboarding Specialist

Full-Time On-site
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Thomas & Dessain, a leading wealth management team in the United Kingdom, is seeking a proactive administrator to support Investment Managers and deliver a first-class client experience. You’ll help with client onboarding, account openings, investment documentation, payments and asset transfers, and you’ll liaise with private clients, financial advisers and external providers to ensure smooth service.

Ideal candidates have experience in financial services, a solid understanding of investments

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Investment Operations & Onboarding Specialist employer: Thomas & Dessain

At Thomas & Dessain, we pride ourselves on fostering a collaborative and dynamic work environment where meticulous professionals can thrive. Our commitment to employee growth is evident through continuous training opportunities and a culture that values precision and excellence in executing complex transactions. Located in a vibrant area, we offer competitive benefits and a supportive atmosphere that encourages innovation and teamwork, making us an exceptional employer for those seeking meaningful and rewarding careers.

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Contact Details:

Thomas & Dessain Recruitment Team