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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
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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
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