Client Operations Associate
Recruit UK
London
Full-time
GBP 32,000 – 32,000
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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
- 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
- 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
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