Client Operations Analyst

ZipRecruiter; London; On-site; GBP 30,000 - 55,000; Full time

Job summary

Join a dynamic and innovative wealth management firm as a Client Operations Analyst. This role offers the chance to work on impactful projects that enhance client experiences and operational efficiency. You'll maintain high-quality data, lead sentiment analysis, and collaborate with various departments to drive insights and improvements. If you're passionate about data and eager to grow in a fast-paced environment, this opportunity is perfect for you. Be part of a forward-thinking company that values innovation and client satisfaction at its core.

Qualifications

• 1+ years of experience in financial services or fintech.
• Strong analytical skills with hands-on experience using Python.

Responsibilities

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

Skills

Data Analysis

Problem Solving

Communication

Stakeholder Management

CRM Systems

Python

Power BI

Education

Degree in Finance

Degree in Economics

Degree in Business

Degree in Data Analytics

Tools

Power BI

Salesforce

HubSpot

Job description

Job Description

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/ 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.