1. Role offering structured training and development
2. Supportive team culture where performance is recognised
About Our Client
The client is a specialist investment manager with a strong focus on consistent, stable returns, working in partnership with financial advisers, wealth managers, family offices, retail investors, nominees, banks, and high-net-worth individuals. The successful Client Operations Assistant will join a growing team within a successful company.
Job Description
The duties of the Client Operations Assistant include:
3. Entering and maintaining accurate data across systems.
4. Generating and distributing client reports.
5. Supporting onboarding and processing trades.
6. Assisting with dealing points, settlements, and cash management.
7. Managing email and phone enquiries to high service standards.
8. Supporting ad-hoc projects and operational improvements.
The Successful Applicant
The ideal Client Operations Assistant candidate will have excellent attention to detail, strong organisational skills, and a proactive, can-do attitude. Financial services experience is an advantage but not essential, as the role suits someone eager to learn quickly, support their team, and take ownership of their work.
What's on Offer
The candidate will benefit from an open, inclusive culture, structured training, and opportunities for professional development within the City of London. Exceptional performance is rewarded with greater responsibility, recognition, and the chance to directly influence improvements to client experience and operational processes.