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
Salary description
£28000.00 - £35000.00 per year