Junior Client Operations

Leverton Search; England; On-site; GBP 28,000 - 38,000; Full time

Job summary

A leading global investment management firm is seeking a Client Operations Analyst to enhance their EMEA team. This role involves supporting operational services for clients, assisting with onboarding processes, and ensuring service efficiency. The ideal candidate will have 1-3 years of relevant experience in investment operations or client services. Strong communication skills and a detail-oriented mindset are essential, along with proficiency in operational systems like Salesforce. Join a company committed to equity and accessibility in recruitment.

Qualifications

• 2-3 years' experience in investment operations or client services within asset management.
• Experience ideally in the institutional space.
• Strong attention to detail with ability to manage multiple priorities.
• Excellent communication and teamwork skills
• Comfortable working with data and spreadsheets

Responsibilities

• Support the delivery of operational services for EMEA-based clients.
• Assist with client onboarding and account maintenance.
• Monitor key operational processes for accuracy.
• Collaborate with internal teams to resolve issues and streamline workflows
• Contribute to process improvement initiatives and operational reporting
• Build knowledge across custody, fund structures, and regulatory frameworks

Skills

Operational experience

Attention to detail

Communication skills

Teamwork

Proactive learning

Tools

Salesforce

Job description

This range is provided by Leverton Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Leverton Search

Client Service Operations Analyst – Investment Management

We’re working with a leading global investment management firm seeking a Client Operations Analyst to join their growing EMEA team.

This is a fantastic opportunity for someone with 1 to 3 years of operational experience within asset management who is looking to step into a more client servicing role. Working closely with teams across Investment Services, Technology, and Client Relations, you’ll play a key role in ensuring clients receive an exceptional operational experience.

Key Responsibilities

• Support the delivery of operational services for EMEA-based clients
• Assist with client onboarding and account maintenance
• Monitor key operational processes to ensure accuracy and efficiency
• Collaborate with internal teams to resolve issues and streamline workflows
• Contribute to process improvement initiatives and operational reporting
• Build knowledge across custody, fund structures, and regulatory frameworks

Candidate Profile

• 2-3 years’ experience in investment operations, client services or related role in asset management
• Ideally having worked in the institutional space
• Strong attention to detail and ability to manage multiple priorities
• Excellent communication and teamwork skills
• Proactive and eager to learn
• Comfortable working with data, spreadsheets, and operational systems (salesforce)
• Knowledge of multiple asset classes / investment vehicles is ideal

Due to the volume of applications we receive, we may only be able to respond to those who meet the listed criteria.

At our company, we prioritise equity throughout the recruitment process. We are committed to fairness and equal opportunity for all candidates. If there’s anything we can do to make the process more accessible to you, please don’t hesitate to let us know.