1. Strong development pathway available
2. The role offers hands-on experience across the middle office
About Our Client
The client is a fast-growing investment manager in the City of London supporting a wide range of stakeholders including financial advisers, retail investors, banks and high-net-worth individuals. They operate a values-led culture focused on collaboration, accountability and delivering a high-quality client experience.
Job Description
The responsibilities of the Client Operations Assistant include:
3. Maintaining accurate data across internal systems
4. Assisting with report production and distribution
5. Processing client onboarding applications and trade entries
6. Supporting dealing, settlement and cash management processes
7. Handling client enquiries via email and telephone within agreed SLAs
8. Assisting with reconciliations, payments and ad-hoc operational projects
The Successful Applicant
A successful Client Operations Assistant should have:
9. A background in financial services or a related field.
10. Strong organisational and administrative skills.
11. Attention to detail and an ability to work accurately under pressure.
12. Proficiency in Microsoft Office and other relevant software tools.
13. Excellent communication skills for liaising with clients and colleagues.
14. An understanding of the banking and financial services industry.
15. A proactive approach to problem-solving and process improvement.
What's on Offer
16. Hybrid working with a central London office
17. Comprehensive onboarding, training and ongoing development
18. Regular performance reviews and clear progression opportunities
19. A collaborative, inclusive culture where contribution is recognised
20. Increased responsibility and exposure based on performance rather than tenure