Client Operations Assistant

Office Angels; London; On-site; GBP 45,000 - 50,000; Full time

Job summary

Join a leading investment management firm as a Client Operations Assistant in London. You will provide exceptional client support, manage data entries, and ensure seamless operations within a vibrant team. Ideal candidates are proactive, detail-oriented, and ready to grow in a dynamic environment.

Benefits

Comprehensive onboarding programme

Ongoing development opportunities

Merit-based culture to recognize performance

Supportive and inclusive work environment

Qualifications

• Motivated, detail-oriented with a cheerful demeanor.
• Eagerness to learn and grow in a fast-paced environment.
• While experience in financial services is a plus, it's not mandatory.

Responsibilities

• Maintain accurate records within our systems.
• Assist in creating and distributing client reports.
• Process new applications and manage trade entries.
• Facilitate investment transactions and cash settlements.
• Resolve client inquiries through our case management system.

Skills

Attention to Detail

Organizational Skills

Team Player

Proactivity

Job description

Job Title: Client Operations Assistant * Advertised by the West end branch
Location: London
Contract Type: 12-Month Fixed Term Contract
Salary: £45,000 - £50,000 (per annum)
Working Pattern: Full Time

Join Our Clients Dynamic Team!
Are you ready to kickstart your career in the investment management industry? They are seeking a motivated and detail-oriented Client Operations Assistant to join their vibrant Client Services Department! This is an exciting opportunity to become a vital part of a rapidly growing organisation that manages over £5 billion in assets for more than 30,000 investors.

About Us
At their organisation, they pride ourselves on delivering innovative investment solutions in partnership with financial advisers, wealth managers, and family offices. Their core values guide everything they do:

• Be Agile: Embrace new opportunities and tackle fresh challenges.


• Do the Right Thing: Be accountable and strive for excellence.


• Better Together: Support and collaborate with each other.


• Go the Extra Mile: Proactively exceed expectations.

Your Role
As a Client Operations Assistant, you will play a crucial role in providing exceptional support to their clients and ensuring the smooth operation of our services. Your responsibilities will include:

• Data Entry: Maintain accurate records within our systems.


• Report Generation: Assist in creating and distributing client reports.


• Client Onboarding: Process new applications and manage trade entries.


• Dealing and Settlement: Facilitate investment transactions and cash settlements.


• Cash Management: Oversee client payments and bank reconciliations.


• Enquiry Management: Resolve client inquiries through our case management system.


• Call Handling: Assist clients via phone with their questions.


• Ad-Hoc Projects: Support various projects as they arise.

Who they are Looking For
They want someone with a cheerful demeanour, a can-do attitude, and exceptional attention to detail. While experience in financial services is a plus, it's not mandatory. What matters most is your eagerness to learn and grow in a fast-paced environment.

You should be:

• organised and proactive, ready to take ownership of your tasks.


• A team player who supports colleagues and contributes positively.


• Quick to learn, with a genuine desire to provide excellent client experiences.

What We Offer

• Culture: Be part of a supportive environment where your contributions matter.


• Training and Development: Engage in a comprehensive onboarding programme with ongoing development opportunities.


• Recognition of Performance: Enjoy a merit-based culture where your efforts are acknowledged and rewarded.


• Contributing to Change: Collaborate on improving operational procedures and enhancing client experiences.

Equality, Diversity and Inclusion
They welcome applications from individuals from all communities.

Ready to Make an Impact?
If you are excited about the opportunity to contribute to a thriving investment management organisation and support their clients with excellence, we want to hear from you! Apply today and take the next step in your career with us!

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.