Client Operations Assistant, Office Angels

Client Operations Assistant

Office Angels

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Employment contract

Salary:

45000.00 - 50000.00 GBP / Year

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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

Additional Information:

Job Posted:
June 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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