Client Operations Analyst

JSS Search; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An innovative boutique wealth management firm is seeking a Client Operations Analyst. This role offers a unique opportunity to contribute to a forward-thinking team that prioritizes data and client experience. You will maintain high-quality data, lead sentiment analysis projects, and collaborate with various departments to enhance operational efficiency. If you have a degree in a related field and a passion for analytics and problem-solving, this position could be your stepping stone into the financial services industry. Join a dynamic environment where your contributions will make a significant impact!

Qualifications

• 1+ year of experience in a financial services or fintech environment.
• Hands-on experience using Python and Power BI for data analysis.

Responsibilities

• Maintain high-quality data across systems with tools like Power BI.
• Prepare reports and presentations for executive leadership.

Skills

Analytical Skills

Problem-Solving

Data Cleaning

Client Communication

Stakeholder Management

Education

Degree in Finance

Degree in Economics

Degree in Business

Degree in Data Analytics

Tools

Power BI

Python

Salesforce

HubSpot

Job description

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This range is provided by JSS Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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New opportunity for a Client Operations Analyst to join a highly progressive and rapidly growing boutique, independent wealth management firm. This is a fantastic opportunity to be part of a dynamic, forward-thinking business that places innovation, data, and client experience at the heart of its operations.

What You’ll Do:

• Maintain high-quality data across systems, regularly performing cleaning and validation using tools such as Power BI.
• Lead the redevelopment of post-event sentiment analysis, working with senior stakeholders to define meaningful KPIs and develop impactful insights.
• Prepare reports and presentations, including detailed evaluation packs and high-level summaries for executive leadership.
• Manage relationships with third-party agencies to ensure deliverables are aligned with business needs and deliver actionable insights.
• Collaborate closely with multiple departments — including finance, compliance, data, client support, and integrations — to support cross-functional projects and operational efficiency.
• Utilize CRM systems (e.g., Salesforce, HubSpot, or similar) to manage client data, track engagement, and streamline client communications.
• Analyse the performance of internal and client communications, identifying trends and opportunities for optimization at both account and individual levels.

What You’ll Bring:

• A relevant degree in Finance, Economics, Business, Data Analytics, or a related field and ideally, 1+ year of experience/internship in a financial services, fintech, or operations-focused environment.
• Strong analytical and problem-solving skills, with hands-on experience using tools like Python and Power BI.
• Experience working with CRM systems and managing large datasets.
• Excellent communication and stakeholder management skills.
• A proactive, adaptable mindset and an eagerness to learn and grow within a fast-paced, evolving business.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other

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