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Client operations assistant

London
Permanent
Operations assistant
£28,000 - £35,000 a year
Posted: 11 June
Offer description

The Client Operations Assistant will play a vital role in supporting the delivery of seamless operations within the financial services sector. This permanent position offers the opportunity to contribute to a professional banking and financial services team. Client Details The Client Services Department sits at the heart of the organization, playing a vital role in the day-to- day operations of the business while also serving as the first line of support for our clients. These include financial advisers, retail investors, nominees, banks, and high-net-worth individuals As a small but fast-growing investment manager, the scope of the team's responsibilities is broad, spanning post-sale client support and a variety of essential operational processes. The team is recognized for delivering outstanding customer service and providing seamless operational support that underpins the wider success of the business. Description Client Onboarding - Processing new client applications and inputting data into relevant systems, ensuring a smooth and timely onboarding experience. Post Management - Opening, sorting and distributing inbound post as well as preparing and sending outbound correspondence. Data Entry - Accurately maintaining and updating data across internal systems. Cash Management and Banking Cheques - Processing incoming client payments, banking cheques, and supporting with bank reconciliation processes Enquiry Management - Managing client queries via our case management system, ensuring timely and professional responses in line with our industry-leading SLAs. Ad-Hoc Projects- Supporting the team with administrative tasks, operational improvements, and other projects as required.Profile A successful Client Operations Assistant should have: An understanding of financial services, particularly within the banking and investment management sector Ideally a degree, or relevant studies / apprenticeship in the chosen field A desire to start your career at a junior level with a respected Investment Manager in the West End of London Proficiency in using technology and software relevant to operational tasks. Excellent organisational skills with a keen eye for detail. Strong communication skills to liaise effectively with clients and internal teams. The ability to work efficiently under pressure and manage multiple tasks simultaneously. A commitment to maintaining high levels of accuracy and compliance.Job Offer Competitive salary ranging from £28,000 to £35,000 per annum 3 days hybrid model Permanent position within a reputable financial services organisation. Opportunities for career development within the banking and financial services industry. A professional and supportive work environment. Additional benefits to be discussed during the interview process.If you are looking to grow your career as a Client Operations Assistant in the financial services sector, we encourage you to apply today

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