Senior client operations associate

💼 Senior Client Operations Associate (Asset Management)

📍 London | Hybrid (3 days in office)

💰 Competitive (bonus + strong benefits)

🚀 The Opportunity

Robert Half is partnering with a growing, highly respected investment manager looking to bring in a Senior Client Operations Associate to sit at the heart of their Client Services function.

This is a brilliant opportunity for someone who wants to step into a true senior role, offering oversight, driving standards, and acting as a key support to the wider team without formal line management.

🔧 The Role

A hands-on, operationally focused role where you’ll:

• Oversee day-to-day operations, ensuring workflow runs smoothly, deadlines are met, and quality is consistently high
• Act as a key escalation point for complex queries across client services
• Review and approve critical processes including onboarding, dealing, and transfers
• Take ownership of cash, client money, and asset reconciliations
• Work heavily with Excel (data, reporting, analysis)
• Support process improvements and operational change initiatives
• Play a key role in maintaining excellent client outcomes

👥 Team & Environment

• Part of a 28-person Client Services function
• Sitting within a close-knit Tax Operations team (~12–13)
• Highly collaborative setup with strong day-to-day interaction
• Social, supportive team culture with great internal visibility

🌟 What They’re Looking For

• Experience in asset management / financial services operations
• Strong background in reconciliations (cash / client money / assets)
• Advanced Excel skills (data manipulation, formulas, reporting)
• Someone who naturally supports, coaches, and guides others
• Experience improving processes or driving efficiencies

Personality-wise:

• Proactive, detail-driven, and naturally organised
• A strong communicator who is sociable, visible, and confident
• Someone who keeps their “ears to the ground” and stays on top of team activity
• Brings a leadership mindset

📈 Why Join?

• Clear scope to make your mark and drive improvements
• Strong progression potential aligned to growth and performance
• Hybrid working + flexibility on office days
• Collaborative, values-driven culture where people are recognised

🎉 Culture & Benefits

• Relaxed, professional environment (business casual)
• Regular socials + team events
• Internal recognition schemes + rewards
• Hybrid working model (3 days in office)
• Competitive bonus + annual salary reviews

⚡ Process

• Teams interview
• Assessment (Excel + client scenarios)
• Final with senior leadership