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Client Operations Assistant

Job Posted: 2 days ago

Salary: £ 28,000 - 35,000 / Annum
Job Type: Permanent
Location: West End, London

Expire in: 25 days

Job Description

The Client Operations Assistant will play a vital role in supporting the delivery of seamless operations within the financial services sector. This permanent position offers the opportunity to contribute to a professional banking and financial services team.

Client Details

The Client Services Department sits at the heart of the organization, playing a vital role in the day-to- day operations of the business while also serving as the first line of support for our clients. These include financial advisers, retail investors, nominees, banks, and high-net-worth individuals

As a small but fast-growing investment manager, the scope of the team's responsibilities is broad, spanning post-sale client support and a variety of essential operational processes. The team is recognized for delivering outstanding customer service and providing seamless operational support that underpins the wider success of the business.

Description

Client Onboarding - Processing new client applications and inputting data into relevant systems, ensuring a smooth and timely onboarding experience.
Post Management - Opening, sorting and distributing inbound post as well as preparing and sending outbound correspondence.
Data Entry - Accurately maintaining and updating data across internal systems.
Cash Management and Banking Cheques - Processing incoming client payments, banking cheques, and supporting with bank reconciliation processes
Enquiry Management - Managing client queries via our case management system, ensuring timely and professional responses in line with our industry-leading SLAs.
Ad-Hoc Projects- Supporting the team with administrative tasks, operational improvements, and other projects as required.Profile

A successful Client Operations Assistant should have:

An understanding of financial services, particularly within the banking and investment management sector
Ideally a degree, or relevant studies / apprenticeship in the chosen field
A desire to start your career at a junior level with a respected Investment Manager in the West End of London
Proficiency in using technology and software relevant to operational tasks.
Excellent organisational skills with a keen eye for detail.
Strong communication skills to liaise effectively with clients and internal teams.
The ability to work efficiently under pressure and manage multiple tasks simultaneously.
A commitment to maintaining high levels of accuracy and compliance.Job Offer

Competitive salary ranging from £28,000 to £35,000 per annum
3 days hybrid model
Permanent position within a reputable financial services organisation.
Opportunities for career development within the banking and financial services industry.
A professional and supportive work environment.
Additional benefits to be discussed during the interview process.If you are looking to grow your career as a Client Operations Assistant in the financial services sector, we encourage you to apply today

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Client Operations Assistant job near me in West End, London! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!