Client Operations Assistant

The Client Operations Assistant role supports the day-to-day operational and client service activities within a growing investment management business. It combines administrative processing, client interaction and operational support, with clear progression as knowledge and capability develop.

The client is a fast-growing investment manager supporting a wide range of stakeholders including financial advisers, retail investors, banks and high-net-worth individuals. They operate a values-led culture focused on collaboration, accountability and delivering a high-quality client experience.

• Maintaining accurate data across internal systems
• Assisting with report production and distribution
• Processing client onboarding applications and trade entries
• Supporting dealing, settlement and cash management processes
• Handling client enquiries via email and telephone within agreed SLAs
• Assisting with reconciliations, payments and ad-hoc operational projects