Client Details
My client is a well‑established investment management business overseeing in excess of £5 billion in assets on behalf of a broad investor base. They partner closely with financial advisers, wealth managers and family offices to design and deliver innovative investment solutions tailored to client needs.
Their approach is centred on providing consistent, stable returns through a defensive and highly transparent investment strategy.
Culturally, the business is values-driven, with a strong emphasis on:
Agility - encouraging individuals to take ownership, embrace change and tackle new challenges proactively
Integrity - acting with accountability and consistently striving to deliver high standards of work
Collaboration - working together as a team, supporting colleagues both professionally and personally
Going the extra mile - taking initiative and exceeding expectations wherever possible
Description
Senior Client Operations Associate
London (Hybrid) | £50,000-£55,000
My client, a growing investment manager, is looking to hire a Senior Client Operations Associate into their central London team.
This is a hands-on role within a high-performing Client Services function, supporting a broad client base including advisers, investors and institutions. You will play a key role in overseeing day-to-day operations, acting as a first point of escalation, and ensuring work is delivered accurately and to a high standard.
Alongside this, you'll support and review the work of junior team members, providing guidance and helping to maintain quality across the team. This role would suit someone stepping into a more senior position, with clear potential to move into a supervisory role over time.
Key responsibilities:
Overseeing daily workflow and acting as an escalation point
Reviewing and checking work completed by junior team members
Supporting onboarding, transfers, dealing and operational processes
Overseeing reconciliations and ensuring regulatory compliance
Producing client and internal reporting
Driving process improvements and operational efficienciesProfile:
Strong experience in investment operations / client services
Confidence reviewing and "checking" junior work
Proactive, detail-oriented and comfortable taking ownership
Clear leadership potential and interest in developing into a supervisory roleThis is an excellent opportunity for a high-calibre operations professional looking to step up into a senior, visible role within a growing and collaborative business.
Profile
A successful Senior Client Operations Associate should have:
We are looking for someone with a positive, can-do attitude, excellent attention to detail, and strong organisational skills.
The ideal candidate will already be operating at Senior level or will have experience acting as a reliable point of support for colleagues. This includes reviewing work, addressing operational queries, sharing knowledge, supporting team workloads, offering process guidance, providing training, and helping to guide and develop others.
Candidates should demonstrate a genuine commitment to delivering excellent client outcomes and understand the importance of accuracy, diligence, and accountability within an operational environment. Experience within asset management or financial services operations is preferred.
We are looking someone who is dependable, proactive, and collaborative. The successful candidate will be calm under pressure, willing to take ownership, and able to communicate clearly and professionally with clients, advisers, colleagues and internal stakeholders.
This role would suit someone who takes pride in doing things properly, enjoys supporting others, and wants to contribute positively to both the team and wider business.
Job Offer
Competitive salary ranging from £50,000 to £55,000 per annum.
Permanent role in the financial services sector.
Opportunities for professional growth and development within the organisation.
A supportive and professional work environment.If you are an experienced Senior Client Operations Associate seeking a rewarding role in a reputable financial services organisation, we encourage you to apply
Salary description
£50000.00 - £55000.00 per year