Client Services Associate

www.topfinancialjobs.co.uk - Jobboard; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Client Operations Associate for a dynamic role in the financial services sector. This position offers a hybrid work model, combining home and office work, with an emphasis on exemplary client service. The successful candidate will engage in data entry, report generation, and client onboarding while collaborating with a supportive team. Comprehensive training is provided to ensure a smooth transition into the role. If you're proactive, detail-oriented, and eager to contribute to a thriving team, this opportunity is perfect for you.

Benefits

Comprehensive Training

Recognition of Performance

Inclusive Work Environment

Qualifications

• Strong client service ethos with a positive attitude.
• Operational experience in asset management preferred.

Responsibilities

• Maintain accurate data and assist in report generation.
• Process new client applications and manage transactions.

Skills

Client Service Ethos

Attention to Detail

Data Entry

Report Generation

Cash Management

Education

Operational Experience in Financial Services

Job description

Client Operations Associate - Financial Services Advertised by OA West End

Job Title: Client Operations Associate
Department: Client Services

Contract type: 12-month FTC
Location: Hybrid (London Office), 2 days in the office.

The Client Services Department:
At the heart of our organisation, the Client Services Department ensures smooth operations and serves as the front line of support for our diverse clientele, including financial advisers, retail investors, and high-net-worth individuals. We pride ourselves on exemplary customer service and seamless operational support.

• Be Agile: Embrace change and tackle challenges with enthusiasm.
• Do the Right Thing: Take accountability for your actions and strive for excellence.
• Better Together: Collaborate and support one another to achieve collective goals.
• Go the Extra Mile: Be proactive and exceed expectations in every interaction.

The Role:
We are looking for a Client Operations Associate for a fixed-term 12-month contract. This role operates in a hybrid model, combining home and office work. New joiners will undergo an intensive three-week training programme followed by a six-week competency plan, ensuring you have the support needed to excel.

Key Responsibilities:

• Data Entry: Maintain accurate data within our systems.
• Report Generation: Assist in creating and distributing reports to clients.
• Client Onboarding: Process new client applications and input trades.
• Dealing and Settlement: Manage investment transactions and cash settlements.
• Cash Management: Process client payments and assist with bank reconciliations.
• Enquiry Management: Resolve client inquiries via our case management system.
• Call Handling: Address client questions over the phone.
• Ad-Hoc Projects: Support various tasks and projects as needed.

Who We Are Looking For:
We seek a candidate with a strong client service ethos, understanding that client needs are central to our success. A positive attitude and a collaborative spirit are essential. While prior financial services experience is beneficial, a genuine desire to learn and grow in a dynamic environment is vital.

Candidates should have operational experience, preferably in asset management, demonstrating diligence and attention to detail. The ideal candidate will be proactive, eager to build relationships, and interested in the organisation's future direction. Those who thrive in a hands-on role with a broad range of responsibilities will excel in our small yet rapidly growing team.

What We Offer:

• Culture: Work in an environment where your voice is valued, and contributions are recognised.
• Training and Development: Participate in comprehensive training, gaining insights into products and organisational structure.
• Recognition of Performance: Be part of a team where meritocracy is key-outstanding performance leads to greater responsibilities and opportunities.
• Contributing to Change: Play an active role in improving operational procedures and enhancing the client experience.
• Equality, Diversity, and Inclusion: We welcome applications from all communities, celebrating diverse backgrounds and perspectives.

This job description is not exhaustive and may evolve to meet the organisation's ongoing needs. If you're ready to take on a challenging yet rewarding role, we encourage you to apply!

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.