Client Operations Associate - London

Artemis Recruitment Consultants Ltd; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is looking for a Client Operations Associate to enhance their client services team in Central London. This role is pivotal in providing top-notch administration and support, ensuring clients receive high-quality, independent advice. With a hybrid working arrangement, you will guide clients through onboarding, manage account transfers, and handle various client servicing tasks. The ideal candidate will possess excellent attention to detail, strong organizational skills, and the ability to thrive under pressure. Join a dynamic team where your contributions will make a significant impact.

Qualifications

• Excellent attention to detail and highly organized.
• Ability to prioritize tasks and work under pressure.

Responsibilities

• Guide clients through the onboarding process and manage account transfers.
• Organize online access for clients and handle administrative issues.

Skills

Attention to Detail

Organizational Skills

Proactive Approach

Ability to Work Under Pressure

Teamwork

Job description

Client Operations Associate - London

Our client in London is seeking a Client Operations Associate to join their busy firm based in Central London. The role involves providing first-class administration to the client services team and supporting the delivery of high-quality, independent advice to clients. This position offers hybrid working arrangements.

Responsibilities:

1. Guide clients through the onboarding process, including drafting paperwork, completing all necessary forms, setting up client accounts, and liaising with counterparties to ensure accounts are correctly established.
2. Manage the transfer or closure of client accounts as required or requested.
3. Arrange withdrawals and client income, whether ad-hoc or regular, following an agreed approach.
4. Monitor receipt of new funds, inform the investment team, and arrange ISA subscriptions.
5. Organise online access for clients and resolve any administrative issues related to this.
6. Handle ad-hoc client instructions and general client servicing on non-investment matters.
7. Review and update client files as needed, including during annual review processes.
8. Assist with client reporting requirements.
9. Maintain a schedule of work-in-progress for the team and liaise with advisers to provide notifications and address action points.

Personal Qualities:

• Excellent attention to detail
• Highly organised, methodical, and disciplined
• Ability to prioritise tasks effectively
• Proactive approach to work
• Ability to work under pressure and meet tight deadlines
• Team player with the ability to work independently

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