Client Operations Manager – Wealth Management

Artemis Human Capital; Belfast; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

Join a dynamic and expanding team in a newly created role within a forward-thinking company in the wealth management sector. This pivotal position will involve collaborating with a capable team to implement a new client platform, oversee client onboarding, and refine internal processes. The ideal candidate will have wealth management exposure and operational experience, with opportunities for career progression and professional development. Enjoy a competitive salary and a supportive company culture that values teamwork and innovation.

Benefits

Generous Salary

Hybrid Working Policy

1pm Friday Finish

Career Progression

Study Support

Supportive Team Environment

Qualifications

• Experience in wealth management or private client business is essential.
• Understanding of client onboarding and account transitions is crucial.

Responsibilities

• Support the implementation of a new client platform.
• Oversee client onboarding and account transitions during migration.

Skills

Wealth Management Exposure

Operational Processes

Client Onboarding

Solutions-Focused Approach

Job description

Artemis Human Capital is delighted to be working in partnership once again with a long-standing client who have experiencedimpressive growthin recent years & continue to go from strength to strength within the wealth management sector. This is anewly created positionwithin the company and the successful applicant will play apivotal role in the firm’s future growth plans.

The Job…

You will be joining and working closely with ahighly capable & hands-on team, working collaboratively across the following areas:

• Supporting with the successful implementation of a new client platform.
• Overseeing key aspects of client onboarding and account transitions during the platform migration process.
• Ensuring the smooth implementation of strategic financial planning advice to the firm’s enviable client portfolio.
• Helping to refine internal processes & documentation to support the evolving client journey,
• Supervising a small & capable team, supporting with day to day workflow.

The Ideal Candidate…

The successful applicant will become acentral part of a dynamic and expanding team. On behalf of our client, we are looking to speak with someone withwealth management exposure & good operational experience. Ideally you will also possess the following criteria:

• Experience working within, or closely alongside, a wealth management or private client business- either in-house or through project-based work (essential).
• A good understanding of client onboarding, account transitions, or operational processes.
• Any experience with supporting a platform or system change would be particularly desirable.
• A naturally hands-on and solutions-focused individual.
• Any paraplanning or financial planning experience would be highly advantageous but not essential for this position.

The Benefits…

Our client has put together a highly competitive benefits package for the successful applicant, which includes:

• A generous starting salary ofup to £40,000per annum.
• Hybrid&flexibleworking policy.
• 1pm Friday finish.
• Enviable client portfolio.
• Genuine scope forcareer progression&professional development.
• Study supporttowards any relevant qualification you may wish to pursue.
• Fantastic company culture with asupportive teamenvironment.

To apply for thisClient Operations Manager – Wealth Managementjob please click on the link below or contact Beth Gault to discuss in the strictest confidence.

Tagged as: Client Onboarding, Client Servicing, Financial Planning, Financial Services, Paraplanning, Platform Migration