Senior Investment Operations & Client Onboarding Lead

Senior Investment Operations & Client Onboarding Lead

Full-Time No working from home possible
William Blake Group

William Blake Group is seeking an Operations Associate for a Wealth Manager client. The role involves supervising junior staff, ensuring smooth daily operations, and overseeing onboarding, client reporting, and cash reconciliations.

You will review complex work, guide junior colleagues, and support process improvements. The position requires strong organisational skills, attention to detail, and the ability to manage risk and deadlines in a hybrid work setting (3 days in office, 2 from home) in

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Senior Investment Operations & Client Onboarding Lead employer: William Blake Group

As a leading Investment Management firm, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. With a strong focus on professional development, we offer tailored training and mentorship opportunities, ensuring that our team members in the South West region can grow their careers while making meaningful contributions to our clients' success. Our commitment to work-life balance, coupled with the chance to engage with industry leaders at events across Devon and Cornwall, makes us an exceptional employer for those seeking a rewarding career in business development.

William Blake Group

Contact Details:

William Blake Group Recruitment Team