CrawlJobs Logo
Office Angels Logo Office Angels · Finance

Client Operations Assistant

United Kingdom, London Employment contract 45000.00 - 50000.00 GBP / Year · Job Posted June 26, 2025
Apply Position
Job Link Share

Job Description

Join Our Clients Dynamic Team! Are you ready to kickstart your career in the investment management industry? They are seeking a motivated and detail-oriented Client Operations Assistant to join their vibrant Client Services Department! This is an exciting opportunity to become a vital part of a rapidly growing organisation that manages over £5 billion in assets for more than 30,000 investors.

Job Responsibility

  • Data Entry: Maintain accurate records within our systems
  • Report Generation: Assist in creating and distributing client reports
  • Client Onboarding: Process new applications and manage trade entries
  • Dealing and Settlement: Facilitate investment transactions and cash settlements
  • Cash Management: Oversee client payments and bank reconciliations
  • Enquiry Management: Resolve client inquiries through our case management system
  • Call Handling: Assist clients via phone with their questions
  • Ad-Hoc Projects: Support various projects as they arise

Requirements

  • organised and proactive, ready to take ownership of your tasks
  • A team player who supports colleagues and contributes positively
  • Quick to learn, with a genuine desire to provide excellent client experiences

Nice to have

experience in financial services is a plus

What we offer

  • Culture: Be part of a supportive environment where your contributions matter
  • Training and Development: Engage in a comprehensive onboarding programme with ongoing development opportunities
  • Recognition of Performance: Enjoy a merit-based culture where your efforts are acknowledged and rewarded
  • Contributing to Change: Collaborate on improving operational procedures and enhancing client experiences
Office Angels - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Client Operations Assistant

8 matching positions

Client Operations Assistant

Join a high-growth investment manager overseeing for a diverse global client bas...
Location
Location
United Kingdom , City Of London
Salary
Salary:
32000.00 - 35000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A proactive, 'can-do' mindset with a strong sense of ownership
  • Exceptional attention to detail and organisational skills
  • The ability to remain calm and focused under pressure
  • Strong communication skills and a collaborative approach
  • A genuine interest in financial services (prior experience is beneficial but not essential)
  • Intellectual curiosity and the confidence to ask questions and challenge effectively
Job Responsibility
Job Responsibility
  • Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately
  • AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring
  • Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care
  • Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard
  • Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities
  • Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations
  • Process Improvement - Play an active role in identifying efficiencies and enhancing client experience
  • Team Projects - Support broader initiatives and continuous improvement efforts across the function
What we offer
What we offer
  • A Culture That Values You
  • Structured Training & Career Development
  • Performance & Progression
  • Opportunity to Make an Impact
  • Hybrid working model with a minimum of three days in a central London office
  • Fulltime
Read More
Arrow Right

Assistant Vice President, Custody Operations (Client Service / Securities Transaction Management)

Job Overview: This intermediate-level position is designed to support both Clien...
Location
Location
Japan , Tokyo
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Expertise and experience in Securities Settlement Operations / Custody Operations, with particular knowledge in Japanese Equity and Fixed Income trade/settlement matching for both domestic and non-resident clients, collateral and pledge setting in the Japanese market, and corporate action
  • Proactive and strong drive for issue identification, prevention, and resolution with a high-risk mindset
  • Collaborates with both regional and global teams to lead initiatives
  • Strong communication and interpersonal skills for effective interaction with diverse stakeholders, both internally and externally
  • Capability of utilizing various reporting tools and applications
  • Demonstrated ability to drive results in a fast-paced, goal-oriented environment
  • Business level English and Japanese proficiency
  • Bachelor's Degree/University degree or equivalent experience
  • JSDA certification is required
Job Responsibility
Job Responsibility
  • Act as a centralized point of contact for inquiries related to client settlement processes and portfolio matters (Asset Services)
  • Provide clients with resolutions and support, addressing external customer issues and offering ongoing customer service
  • Liaise with internal and external cross-functional partners to provide customer service that consistently meets client expectations
  • Identify, propose, implement, and support process improvements
  • Contribute to short-term and long-term projects, collaborating with global partners
  • Serve as the 'face' of key institutional investors, navigating the complexities of the Japanese market
  • Process securities transactions and orders originating from trading desks and branch offices
  • Provide analytical input for traders and assist in the review of derivative products
  • Facilitate the clearance, settlement, and investigation of client securities and derivatives transactions
  • Resolve settlement-related issues, escalate as needed, and recommend solutions for complex problems
  • Fulltime
Read More
Arrow Right
New

Assistant Operations Manager

We are looking for a proactive and customer-focused Assistant Operations Manager...
Location
Location
United Kingdom , London
Salary
Salary:
28000.00 - 32000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • previous experience of effective team management delivered through a casual / zero hours workforce
  • Operational / facilities management experience in providing multiple services, ideally within the events industry
  • Successful supervision of multiple services and small teams
  • The ability to prioritise, be proactive, take the initiative and work to deadlines
  • The ability to communicate with clients, managers and staff at all levels
  • A valid UK Driving Licence
Job Responsibility
Job Responsibility
  • Supporting the Operations Managers, who are responsible for ensuring that all aspects of the operation are carried out in a safe manner at all times, in planning and delivering the required event services
  • Help develop and maintain event documentation, risk assessments, and operational plans
  • Cascading information to the frontline staff and the on-site operational teams, ensuring that all statutory and Company information and policies are communicated, acted upon and implemented in full
  • Provide excellent customer service for visitors, customers, external agencies and internal customers through planning and staff training
  • Develop and nurture strong, effective, professional relationships with clients and other key operational contacts to ensure that their expectations of CSP are being met at all times
  • Handle queries and complaints, ensuring timely and effective resolution
What we offer
What we offer
  • A 35 hour working week – working 5 days out of 7, as required operationally
  • Up to 25 days’ holiday (pro-rata – after qualifying service) plus Bank/Public Holidays
  • Pension scheme with excellent employer contribution
  • Private Medical Insurance (after a qualifying period)
  • Life insurance at 4x salary
  • Access to salary sacrifice schemes
  • A range of valuable medical and practical support services through an external Employee Assistance provider
  • Fulltime
Read More
Arrow Right

Operations Assistant

Under the direct supervision of the Associate Finance and Administrative Officer...
Location
Location
Canada , Montreal
Salary
Salary:
53996.00 CAD / Year
unesco.org Logo
UNESCO
Expiration Date
June 12, 2026
Flip Icon
Requirements
Requirements
  • Completion of secondary, technical or vocational school education
  • Minimum of five (5) years of relevant professional experience in general administration, finance, procurement, human resources, or related fields in a large organization
  • Strong organizational skills, accuracy, and attention to detail
  • Ability to manage multiple priorities under time pressure and to meet deadlines
  • Discretion and ability to handle confidential information with integrity
  • Excellent interpersonal skills and service orientation in a multicultural environment
  • Proficiency in MS Office (Word, Excel, Outlook, PowerPoint, SharePoint, Teams)
  • Demonstrated client orientation and effective communication skills
  • Ability to work collaboratively as part of a team in a diverse, international setting
  • Excellent knowledge (written and spoken) of English and French
Job Responsibility
Job Responsibility
  • Provide front desk support, including monitoring shared mailboxes and taking appropriate action
  • Serve as the focal point and secretariat for the creation of contracts in DUO (UNESCO's SAP-based ERP)
  • Support programme teams in reviewing and preparing documentation for the procurement of goods and services, and in tracking contracts
  • Develop and maintain a contract-tracking methodology, ensuring the liquidation and closure of all relevant contracts and commitments that have elapsed
  • Process vendor registration documentation and follow up on vendor-related issues requiring correction
  • Provide backup support for office security activities and system maintenance
  • Coordinate building management support, including maintenance requests, security, and cleaning services
  • Support stockroom management
  • Draft routine correspondence, memoranda, and non-substantive reports
  • Maintain confidential and general files and establish reference systems
What we offer
What we offer
  • 30 days annual leave
  • family allowance
  • medical insurance
  • pension plan
  • Fulltime
Read More
Arrow Right

Office Operations Assistant

As an Administrative Assistant, you will provide essential support to ensure the...
Location
Location
Italy , Ponte San Nicol, Padua
Salary
Salary:
Not provided
crocs.com Logo
Crocs
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent
  • an associate degree or higher is preferred
  • Proven experience as an administrative assistant or in a similar administrative role
  • Proficiency in office software and tools (e.g., Microsoft Office Suite, office management systems)
  • Strong organizational and time-management skills
  • Excellent communication and interpersonal abilities
  • Attention to detail and accuracy
Job Responsibility
Job Responsibility
  • Oversee day-to-day office operations, including managing office supplies, coordinating maintenance, and ensuring a well-organized work environment
  • Manage calendars and schedule meetings, appointments, and events. Coordinate logistics and prepare necessary materials for meetings and presentations
  • Serve as the primary point of contact for internal and external communications. Handle phone calls, emails, and correspondence with professionalism and efficiency
  • Prepare and proofread documents, reports, and presentations. Ensure accuracy and compliance with organizational standards
  • Maintain and update office records and databases. Manage filing systems and ensure data integrity and confidentiality
  • Provide general administrative support to executives, managers, and other staff members. Assist with travel arrangements, expense reports, and other administrative tasks as needed
  • Greet visitors and clients, offering a welcoming and professional atmosphere. Address inquiries and provide assistance as required
Read More
Arrow Right

Senior Client Operations Administrator

We are proud to be working with a dynamic and forward-thinking local Financial S...
Location
Location
United Kingdom , Wellington
Salary
Salary:
35000.00 - 40000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You enjoy supporting clients and take pride in delivering a professional, friendly, and organised service
  • You have experience in an administrative, client services, or operations support role, within financial services (essential)
  • You're highly organised, detail-focused, and comfortable juggling multiple priorities in a fast-paced environment
  • You communicate confidently and clearly, building trusted relationships with clients and colleagues
  • You're comfortable working with data and reports, with strong Excel skills and a logical, analytical mindset
  • You have experience using CRM or back-office systems, or you're quick to learn new systems (Intelligent Office desirable)
  • You understand the importance of accuracy, compliance, and confidentiality in your work
Job Responsibility
Job Responsibility
  • Act as the first point of contact for clients, handling enquiries professionally by phone, email, and in person
  • Manage client expectations and ensure a high standard of ongoing client service
  • Coordinate client communications and respond to administrative queries
  • Organise client and prospective client meetings
  • Manage consultants' diaries and workloads as required
  • Ensure actions from meetings are diarised, tracked, and completed
  • Prepare meeting and onboarding packs
  • Complete, submit, and follow up on new business applications
  • Check accuracy and compliance of documentation
  • Process trades, fund switches, and rebalances within agreed timescales
What we offer
What we offer
  • Matched pension contributions up to 5%, plus reinvestment of employer NI savings
  • Private medical insurance for all permanent employees
  • Life assurance (4 x salary) and income protection (75% salary in long-term illness)
  • Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
  • Full funding for professional exams, training and subscriptions
  • Electric car, cycle-to-work and season ticket schemes
  • Long-service awards, referral bonuses, and paid volunteering time
  • Fulltime
Read More
Arrow Right

Logistics Operations Assistant

Our client in the transport industry, a very well-known and respected company wh...
Location
Location
Canada , Kirkland
Salary
Salary:
55000.00 - 65000.00 USD / Year
https://www.randstad.com Logo
Randstad
Expiration Date
July 20, 2026
Flip Icon
Requirements
Requirements
  • Bilingual English and French required to communicate with clients outside of Quebec
  • Minimum of 2 years of experience in Logistics
  • Ability to manage tracks across North America, including cross-border Canada/US
  • Ability to work under pressure
  • Strong problem solving skills
Job Responsibility
Job Responsibility
  • Assist the account manager with business operational support
  • Coordinate shipments from pickup to delivery
  • Act as a point of contact between customers, carriers, sales and internal teams
  • Respond to customer inquiries and resolve issues or escalations professionally
  • Prepare, review and manage shipping documentation
  • Monitor shipments and proactively address delays or issues
  • Maintain accurate and organized records in internal systems
What we offer
What we offer
  • 7am-4pm or 8am-5pm Monday to Friday
  • Dental and complementary health care
  • Disability and life insurance
  • Employee Assistance Program
  • Paid leave
  • Wellness initiatives
  • Company events
  • Gym and on-site parking
  • Fulltime
Read More
Arrow Right

Know Your Client Operations Analyst 2

The KYC Operations Analyst 2 is an intermediate-level position responsible for A...
Location
Location
Mexico , Ciudad De Mexico
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of relevant experience
  • Experience in banking operations, preferably in the client account opening and pre-requirements process
  • Bachelor's degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Conduct client profile reviews for customer accounts
  • Review all information and documentation ensuring compliance with local regulation and Citi standards
  • Update KYC forms and client profiles according to policy requirements
  • Follow up with clients to ensure information is received before due dates
  • Perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process, assisting with the development and execution of action planning for expiring records, and ensuring records are not past due
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right