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Client Operations Assistant

https://www.office-angels.com Logo

Office Angels

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Location:
United Kingdom , London

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Category:

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Contract Type:
Not provided

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Salary:

30000.00 - 38000.00 GBP / Year

Job Description:

Join our dynamic Client Services Department as a Client Operations Assistant and play a crucial role in supporting our clients and enhancing operational efficiency. If you are detail-oriented, proactive, and eager to learn within a collaborative environment, we want to hear from you!

Job Responsibility:

  • Data Entry: Maintain accurate data within our systems
  • Report Generation and Distribution: Assist in creating and distributing client reports
  • Client Onboarding and Trade Entry: Process new client applications and enter trades
  • Dealing and Settlement: Handle investment dealing points and assist with cash settlements
  • Cash Management: Process client payments and support bank reconciliation
  • Enquiry Management: Resolve client email inquiries using our case management system
  • Call Handling: Assist clients with their inquiries over the phone
  • Ad-Hoc Projects: Support various tasks and projects as needed

Requirements:

  • detail-oriented
  • proactive
  • eager to learn
  • can-do attitude
  • excellent organisational skills
  • strong desire to learn in a fast-paced environment
  • meticulous care in all tasks
  • supportive and proactive approach to teamwork
  • initiative to take ownership of responsibilities and client experiences

Nice to have:

experience in financial services

What we offer:
  • Culture: Be part of an organisation where your voice is heard, and your contributions are valued
  • Training and Development: Receive thorough onboarding, including product and organisational overviews
  • Recognition of Performance: Work in a team that rewards merit and outperformance
  • Contributing to Change: Engage in continuous improvements to operational procedures and client experiences
  • Equality, Diversity, and Inclusion: We welcome applications from individuals of all backgrounds and communities

Additional Information:

Job Posted:
April 28, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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