Client Operations Associate - London

Artemis Recruitment Consultants; London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company's busy firm in London is seeking a Client Operations Associate to provide first-class administration to the client services team. This hybrid role involves onboarding clients, managing accounts, and ensuring high-quality service delivery. Ideal candidates are organised, detail-oriented, proactive, and possess strong communication skills.

Qualifications

• Excellent attention to detail and ability to prioritise.
• Highly organised, methodical, and disciplined.
• Able to work under pressure and meet tight deadlines.

Responsibilities

• Taking clients through the onboarding process.
• Managing the transfer or closure of client accounts.
• Organising online access for clients and addressing administrative issues.

Skills

Attention to detail

Communication skills

IT Skills (Outlook, Word, Excel)

Business and commercial awareness

Proactive approach

Job description

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Client Operations Associate - London, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

d67ea9f724dd

Job Views:

7

Posted:

07.07.2025

Expiry Date:

21.08.2025

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Job Description:

Client Operations Associate - London

Our client in London is looking for a Client Operations Associate to join their busy firm, based in Central London. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients. This position will offer hybrid working.

Responsibilities:

- Taking clients through the on-boarding process, including drafting paperwork, ensuring that all appropriate forms are fully complete, setting up client accounts and liaising with counterparties so that accounts are correctly established;

- Managing the transfer or closure of client accounts as required or requested;

- Arranging withdrawals and client income whether ad-hoc or regular in accordance with an agreed approach;

- Monitoring for receipt of new funds while informing the investment team and arranging ISA subscriptions;

- Organising online access for clients and dealing with any administrative issues that arise from this;

- Dealing with ad-hoc client instructions and general client servicing on non-investment matters;

- Reviewing and updating client files as required including as a part of an annual review process;

- Assisting with any requirements from client reporting;

- Maintaining a schedule of work-in-progress for the team and liaising with advisers on providing notifications and addressing action points arising.

Personal Qualities:

- Excellent attention to detail

- Highly organised, methodical, disciplined

- Able to prioritise

- Proactive approach

- Able to work under pressure and to tight timescales

- Team player and able to work under own initiative

- Enquiring mindset

- Flexible, driven and determined

- Business and commercial awareness

- IT Skills (Outlook, Word, Excel)

If this position is of interest to you then please forward your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

Client Operations Associate - London

Our client in London is looking for a Client Operations Associate to join their busy firm, based in Central London. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients. This position will offer hybrid working.

Responsibilities:

- Taking clients through the on-boarding process, including drafting paperwork, ensuring that all appropriate forms are fully complete, setting up client accounts and liaising with counterparties so that accounts are correctly established;

- Managing the transfer or closure of client accounts as required or requested;

- Arranging withdrawals and client income whether ad-hoc or regular in accordance with an agreed approach;

- Monitoring for receipt of new funds while informing the investment team and arranging ISA subscriptions;

- Organising online access for clients and dealing with any administrative issues that arise from this;

- Dealing with ad-hoc client instructions and general client servicing on non-investment matters;

- Reviewing and updating client files as required including as a part of an annual review process;

- Assisting with any requirements from client reporting;

- Maintaining a schedule of work-in-progress for the team and liaising with advisers on providing notifications and addressing action points arising.

Personal Qualities:

- Excellent attention to detail

- Highly organised, methodical, disciplined

- Able to prioritise

- Proactive approach

- Able to work under pressure and to tight timescales

- Team player and able to work under own initiative

- Enquiring mindset

- Flexible, driven and determined

- Excellent communication skills

- Business and commercial awareness

- IT Skills (Outlook, Word, Excel)

If this position is of interest to you then please forward your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }