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

ZipRecruiter; London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading Investment Management Company is seeking a Client Operations Data Analyst on a 6-month fixed-term contract. The role involves managing and enhancing Client data through onboarding and account opening processes, ensuring quality standards in line with KYC regulations. Ideal candidates will have experience in the Wealth Management sector and strong analytical skills.

Qualifications

• Knowledge/experience in Investment Management/Wealth Management industry.
• Experience with Client Onboarding, Client Account Opening, and Client Fees.
• Organising own workload with excellent organisational skills.

Responsibilities

• Input and maintain reference data in the trading system.
• Perform data quality checks and mitigate risks.
• Liaise with colleagues and vendors for data accuracy.

Skills

Analytical skills

Client Operations Data

KYC and Client Diligence

Team player

Tools

MS Office (Excel)

Job description

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 centers on Client data within the Client Services department. Responsibilities include static data entry, data amendments, monitoring data quality, managing vendor relationships, and ensuring data governance and standards are upheld from the start.

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

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

When necessary, the analyst will liaise with internal colleagues and external vendors to ensure a high level of data accuracy.

The Candidate

Experience or knowledge of the Investment Management / Wealth Management industry.

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

Understanding of KYC and Client Diligence processes.

Strong analytical skills to collect, 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 effectively.