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The Client Operations Associate will support day-to-day client services operations, handling a variety of post-sales support tasks. The role is ideal for someone eager to gain hands-on experience in asset management within a collaborative, client-focused financial services team.
Client Details
The client is a growing investment manager that oversees over £5 billion in assets, working in partnership with financial advisers, wealth managers, and family offices. Their investment approach is focused on delivering consistent and stable returns through a defensive and transparent strategy, underpinned by core values of agility, integrity, collaboration, and exceeding expectations.
Description
The Client Operations Associate's responsibilities include:
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Maintaining and updating client and transaction data within internal systems
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Generating and distributing reports to clients
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Onboarding new clients and inputting trades accurately
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Processing investment deals and assisting with settlement procedures
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Managing client payments and performing bank reconciliations
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Resolving email and telephone enquiries within defined service standards
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Supporting ad-hoc tasks and contributing to ongoing improvement initiatives
Profile
The ideal Client Operations Associate candidate will be diligent, quick to learn, and enthusiastic about developing within a dynamic, demanding work environment. Experience in an operational role, ideally in asset management, is preferred, though not essential. A strong sense of responsibility, a collaborative spirit, and a proactive, client-centric attitude are key traits for success in this role.
Job Offer
An opportunity to join a diverse and collaborative client services team based in the City of London.
