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
- Oversee daily workflow and act as an escalation point
- Review and check work completed by junior team members
- Support onboarding, transfers, dealing and operational processes
- Oversee reconciliations and ensure regulatory compliance
- Produce client and internal reporting
- Drive process improvements and operational efficiencies
Qualifications / Profile
- 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 role
- Excellent attention to detail and strong organisational skills
- Ability to communicate clearly and professionally with clients, advisers, colleagues and internal stakeholders
- Experience within asset management or financial services operations preferred
Benefits
- 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
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