Client Operations Associate

Job Reference: 10407

Location: London

Salary: Up to £32,000 + Benefits

Job Type: Full-Time, Permanent

We are looking for a proactive and detail-oriented Client Operations Associate to join a growing investment management firm. Working closely with the Client Operations Manager, you will support clients, advisers and investment professionals across onboarding, account administration, transfers and ongoing servicing.

Key Responsibilities

• Managing client onboarding and account opening processes
• Processing transfers, withdrawals and account amendments
• Supporting ISA subscriptions and monitoring incoming funds
• Handling client servicing requests and platform administration
• Maintaining accurate client records and supporting annual reviews
• Liaising with advisers, clients and third-party providers

Requirements

• Minimum 2 years’ experience in wealth management, investment operations or financial services administration
• Understanding of investment products, tax wrappers and client account types
• Strong organisational, communication and IT skills
• Experience with investment platforms and private client environments is advantageous

Benefits

• Up to £32,000 salary
• 25 days holiday, increasing to 30 days with service
• 4% matched pension
• Death in Service and Income Protection
• Health Cash Plan
• Cycle to Work Scheme
• Employee Assistance Programme
• Employee discounts and health screening discounts
• Regular company events

This is an excellent opportunity for someone looking to develop their career within a high-quality investment management environment.

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