Graduate Client Operations Assistant - Specialist Investment Manager

Michael Page (UK); London; On-site; GBP 24,000 - 32,000; Full time

Job summary

A leading investment management firm in the City of London seeks a Graduate Client Operations Assistant. This role includes processing client applications, ensuring compliance, and managing correspondence. Candidates should be detail-oriented, proactive, and eager to learn in a collaborative environment, with opportunities for professional growth and recognition.

Benefits

Structured training and continuous support

Opportunity for performance recognition

Qualifications

• Detail-oriented and eager to learn.
• Strong organisational skills with a dependable attitude.
• Ability to handle routine tasks accurately.

Responsibilities

• Process new client applications and maintain internal systems.
• Perform AML and KYC checks for regulatory compliance.
• Manage correspondence and respond to client enquiries.

Skills

Attention to detail

Organisational skills

Proactivity

Job description

• The role offers structured training, continuous support, and progression
• The organisation fosters a collaborative and inclusive culture

About Our Client

The client is a specialist investment manager, based in the City of London, overseeing over £5 billion in assets for more than 30,000 investors. They partner with financial advisers, wealth managers, and family offices to deliver stable and transparent investment solutions, with a strong emphasis on values, collaboration, and continuous improvement.

Job Description

The Graduate Client Onboarding Assistant's duties include:

• 
  
  Accurately process new client applications and maintain internal systems
• 
  
  Perform AML and KYC checks to ensure regulatory compliance
• 
  
  Manage inbound and outbound correspondence, including post and payments
• 
  
  Respond to client enquiries in a timely and professional manner
• 
  
  Support with cheque banking and reconciliation
• 
  
  Assist with administrative tasks and ad-hoc operational projects

The Successful Applicant

The ideal Graduate Client Operations Assistant candidate will be detail-oriented, proactive, and eager to learn. They will demonstrate strong organisational skills, a dependable and collaborative mindset, and the ability to handle routine tasks with care and accuracy. While financial services experience is a plus, it is not essential; a positive attitude and willingness to grow are key.

What's on Offer

The successful Graduate Client Operations Assistant candidate will benefit from a structured onboarding and development programme, exposure to a broad range of investment operations, and a supportive team environment. They will also have the opportunity to contribute to process improvements and be recognised for performance through increased responsibility and internal recognition schemes.