Client Operations Associate

The Client Operations Associate will support across Trade support, cash management, settlements as well as serving clients with their enquires and portfolios.

Excellent opportunity in a growing and thriving investment manager.

Client Details

This position is with a well-established organisation in the Investment Management space.

They are rapidly growing and have a range of clients including banks, retail investors and HNW individuals.

Description

• Report Generation and Distribution - Assisting with the creation and distribution of reports to our clients
• Client Onboarding and Trade Entry - Processing new client applications and inputting trades into our systems
• Dealing and Settlement - Processing dealing points for our investments, in which shares are bought or sold
• on behalf of our clients, and assisting with cash settlement processes
• Cash Management - Processing payments in from clients and assisting with bank reconciliation processes
• Enquiry Management - Using our case management system, resolving client email enquiries according to our
• industry leading SLAs
• Call Handling - Assisting our clients with their enquiries on the phone
• Ad-Hoc Projects- Assisting with ad-hoc tasks and projects as require

Profile

A successful Client Operations Associate should have:

• Experience in a middle office Operations role within Financial Services
• Degree educated
• Experience of dealing with clients within a financial environment.
• Knowledge of compliance and regulatory requirements in the financial services industry.
• Excellent written and verbal communication skills.

Job Offer

• A competitive salary of approximately £40,500 to £49,500 per annum.
• Fixed-term contract with potential for skill development and career growth.
• Supportive and professional working environment.