Client Operations Data Analyst , Client Services , Salesforce ,Wealth Management , 6 month FTC

JR United Kingdom; London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading Investment Management Company is seeking a Client Operations Data Analyst for a 6-month fixed-term contract in London. The role will involve managing client data, ensuring data quality, and supporting client onboarding and fees. The ideal candidate will have experience in relevant industries, strong analytical skills, and proficiency in MS Office.

Qualifications

• Experience in Investment Management or Wealth Management industries.
• Understanding of KYC and Client Due Diligence processes.
• Experience with Client Operations Data.

Responsibilities

• Provide day-to-day data support for client data activities.
• Manage and maintain client data quality within the firm’s trading system.
• Liaise with internal colleagues and external vendors for data accuracy.

Skills

Analytical skills

Data management

Client onboarding

Proficiency in MS Office

Job description

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Client Operations Data Analyst, Client Services, Salesforce, Wealth Management, 6 month FTC, London

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Client:

JJ SEARCH LIMITED

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

SALARY: 35-45K

The Company

A highly regarded and successful Investment Management Company.

The Role

THIS ROLE IS A 6 MONTH FTC

The successful candidate must be a self-starter with a passion for Client Data, working to a high standard, showing initiative and drive, providing day-to-day data support across the Wealth Management Firm.

The Client Operations Data Analyst role will focus on Client Onboarding, Client Account Opening, and working with Client Fees.

The role involves managing client data within the Client Services department, including static data entry, data amendments, monitoring data quality, managing vendor relationships, and ensuring data governance and standards are maintained from the outset.

The Client Operations Data Analyst will accurately input and maintain reference data in the firm's trading system (Figaro).

They will perform data quality checks to mitigate risk and investigate discrepancies related to Client KYC and Due Diligence Data.

When necessary, they will liaise with internal colleagues and external vendors to ensure high accuracy at all times.

The Candidate

Experience in Investment Management or Wealth Management industries.

Experience with Client Operations Data, Client Fees, Client Account Opening, and Client Onboarding.

An understanding of KYC and Client Due Diligence processes.

Strong analytical skills with the ability to organize, analyze, and disseminate large amounts of information accurately.

Proficiency in MS Office, especially Excel.

A team player with excellent organizational skills and the ability to manage workload independently.