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Client Operations Associate

City of London Temporary £40,500 - £49,500 per year View Job Description
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.
  • Exciting role split between Client Service and Ops within Investment Management
  • 12 month FTC based in London with potential permanent opportunities

About Our Client

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.

Job 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

The Successful Applicant

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.

What's on 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.



Contact
Simon East
Quote job ref
JN-052025-6733939
Phone number
+44 207 645 1419

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
City of London
Contract type
Temporary
Consultant name
Simon East
Consultant phone
+44 207 645 1419
Job reference
JN-052025-6733939