Client Operations Associate

Michael Page (UK); City Of London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A forward-thinking financial services firm is seeking a Client Operations Associate to join their dynamic team. This role offers the opportunity to work in a collaborative environment while managing client data, generating reports, and onboarding new clients. The ideal candidate will be proactive and client-focused, ready to contribute to ongoing improvement initiatives. With a commitment to delivering exceptional service, this position is perfect for someone eager to grow in the asset management sector. Join a team that values agility, integrity, and excellence in client service.

Qualifications

• Experience in an operational role, ideally in asset management.
• Strong sense of responsibility and collaborative spirit.

Responsibilities

• Maintain and update client and transaction data within internal systems.
• Generate and distribute reports to clients.
• Onboard new clients and process investment deals.

Skills

Client Data Management

Report Generation

Client Onboarding

Bank Reconciliation

Proactive Client Service

Job description

• Join a fast-paced, award-winning financial services firm
• Balance between office-based collaboration and remote work

About Our Client

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.

Job Description

The Client Operations Associate's responsibilities include:

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  Maintaining and updating client and transaction data within internal systems
• 
  
  Generating and distributing reports to clients
• 
  
  Onboarding new clients and inputting trades accurately
• 
  
  Processing investment deals and assisting with settlement procedures
• 
  
  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

The Successful Applicant

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.

What's on Offer

An opportunity to join a diverse and collaborative client services team based in the City of London.