Client Operations Associate

City of London Temporary £38,000 - £50,000 per year View Job Description
The Client Operations Associate will support day-to-day client services operations, handling a variety of post-sales support tasks. The role is ideal for someone eager to gain hands-on experience in asset management within a collaborative, client-focused financial services team.
  • Join a fast-paced, award-winning financial services firm
  • Balance between office-based collaboration and remote work

About Our Client

The client is a growing investment manager that oversees over £5 billion in assets, working in partnership with financial advisers, wealth managers, and family offices. Their investment approach is focused on delivering consistent and stable returns through a defensive and transparent strategy, underpinned by core values of agility, integrity, collaboration, and exceeding expectations.

Job Description

The Client Operations Associate's responsibilities include:



  • Maintaining and updating client and transaction data within internal systems


  • Generating and distributing reports to clients


  • Onboarding new clients and inputting trades accurately


  • Processing investment deals and assisting with settlement procedures


  • Managing client payments and performing bank reconciliations


  • Resolving email and telephone enquiries within defined service standards


  • Supporting ad-hoc tasks and contributing to ongoing improvement initiatives



The Successful Applicant

The ideal Client Operations Associate candidate will be diligent, quick to learn, and enthusiastic about developing within a dynamic, demanding work environment. Experience in an operational role, ideally in asset management, is preferred, though not essential. A strong sense of responsibility, a collaborative spirit, and a proactive, client-centric attitude are key traits for success in this role.

What's on Offer

An opportunity to join a diverse and collaborative client services team based in the City of London.

Contact
Felix Marufu
Quote job ref
JN-042025-6726037
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Banking / Securities
Sector
Financial Services
Location
City of London
Contract type
Temporary
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-042025-6726037