Client Operations Assistant

• 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

• 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

experience in financial services

• 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