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Client Operations Assistant

United Kingdom, City Of London Employment contract 32000.00 - 35000.00 GBP / Year · Job Posted May 26, 2026
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Job Description

Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness.

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

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

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

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