Client Operations Assistant

Michael Page; City Of London; On-site; GBP 41,000 - 45,000; Full time

Benefits offered by this job

Bonus

Study package

Job summary

Michael Page is recruiting for a Client Operations Assistant in London, offering exposure to client onboarding, transaction processing, and investor servicing within a global investment management business.

The role suits a graduate or an early-career operations professional seeking to develop in a leading buy-side organisation. Permanent, based in London with salary £40,500–£45,000 plus a study package and bonus.

Qualifications

• Option 1: Degree from a Russell Group university with minimum 2:1 and relevant internships or work experience in investment management or related environments.
• Option 2: Degree educated with 1–3 years’ experience in Transfer Agency, Client Operations, Investor Services, Fund Operations, Investment Operations or Middle Office.

Responsibilities

• Process investor subscriptions, redemptions, transfers and account-related transactions.
• Support investor onboarding and documentation reviews.
• Respond to client and investor queries in a professional and timely manner.
• Maintain accurate client and account records.
• Liaise with third-party providers and internal stakeholders regarding investor transactions.
• Assist with process improvement initiatives and operational projects.
• Ensure a consistently high standard of client service and operational accuracy.

Education

Degree from a Russell Group university

Degree educated with 1–3 years’ experience in related roles

Job description

An exceptional opportunity has arisen to join a highly regarded global investment management business. This role offers exposure to client onboarding, transaction processing & investor servicing activities in a collaborative, high-performing environment. The position would suit either a graduate looking to begin a career in asset management, or an early-career operations professional seeking to develop within a leading buy-side organisation.

Client Details

Leading investement firm based in the West End of London.

Description

Client Operations Analyst

London | Investment Management | Permanent

An exceptional opportunity has arisen to join a highly regarded global investment management business within its Client Operations function. This role offers exposure to a broad range of client onboarding, transaction processing and investor servicing activities in a collaborative, high-performing environment. The position would suit either a graduate looking to begin a career in asset management operations, or an early-career operations professional seeking to develop within a leading buy-side organisation.

The Role - Client Operations Assistant

Working as part of a specialist Client Operations team, responsibilities will include:

• Processing investor subscriptions, redemptions, transfers and account-related transactions.
• Supporting investor onboarding and documentation reviews.
• Responding to client and investor queries in a professional and timely manner.
• Maintaining accurate client and account records.
• Liaising with third-party providers and internal stakeholders regarding investor transactions.
• Assisting with process improvement initiatives and operational projects.
• Ensuring a consistently high standard of client service and operational accuracy.

Profile

About You

We are keen to speak with candidates from one of the following backgrounds for this Client Operations Assistant role:

Option 1 - Graduate Entry Route

• Degree from a Russell Group university.
• Minimum 2:1 classification.
• Relevant internships, placements or work experience gained within investment management, financial services, banking, asset servicing or related environments.
• Strong academic record and evidence of achievement both inside and outside of education.

Option 2 - Early Career Operations Route

• Degree educated.
• Approximately 1-3 years' experience within Transfer Agency, Client Operations, Investor Services, Fund Operations, Investment Operations or Middle Office functions.
• Experience gained within an investment manager, asset manager, wealth manager, fund manager, platform provider or other buy-side environment would be particularly attractive.
• Demonstrable progression and strong performance within previous roles.

Job Offer

Permanent Client Operations Assistant position based in London.

• Salary of £40,500 to £45,000 dependent on the level of experience.
• Bonus.
• Study package