Client Operations Associate - Specialist Investment Manager

TN United Kingdom; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in investment management is seeking a Client Operations Associate to join their dynamic team in London. This role offers a unique opportunity to balance office-based collaboration with remote work, ensuring a flexible work environment. The ideal candidate will thrive in a fast-paced setting, possess strong communication skills, and be eager to learn. Responsibilities include managing client data, generating reports, and facilitating client onboarding. If you are enthusiastic about client service and looking to grow within a supportive team, this position is perfect for you.

Qualifications

• Experience in operational roles is preferred but not essential.
• Strong sense of responsibility and collaborative spirit.

Responsibilities

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

Skills

Client Management

Data Entry

Report Generation

Bank Reconciliation

Communication Skills

Education

Degree in Finance or Business

Job description

Client Operations Associate - Specialist Investment Manager, London

Client:

Page Personnel

Location:

London, United Kingdom

Job Category:

Customer Service

-

EU work permit required:

Yes

Job Reference:

3a3de9cf736d

Job Views:

2

Posted:

02.05.2025

Expiry Date:

16.06.2025

Job Description:

• 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:

• 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
• Resolving email and telephone enquiries within defined service standards
• 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.

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Created on 02/05/2025 by TN United Kingdom