Client Operations Associate

London
£40,500 per year
Contract
Full-time

2 months ago
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The Client Operations Associate will support across Trade support, cash management, settlements as well as serving clients with their enquires and portfolios.Excellent opportunity in a growing and thriving investment manager.

Report Generation and Distribution - Assisting with the creation and distribution of reports to our clients
Client Onboarding and Trade Entry - Processing new client applications and inputting trades into our systems
Dealing and Settlement - Processing dealing points for our investments, in which shares are bought or sold
on behalf of our clients, and assisting with cash settlement processes
Cash Management - Processing payments in from clients and assisting with bank reconciliation processes
Enquiry Management - Using our case management system, resolving client email enquiries according to our
industry leading SLAs
Call Handling - Assisting our clients with their enquiries on the phone
Ad-Hoc Projects- Assisting with ad-hoc tasks and projects as require

Exciting role split between Client Service and Ops within Investment Management12 month FTC based in London with potential permanent opportunitiesA successful Client Operations Associate should have:

Experience in a middle office Operations role within Financial Services
Degree educated
Experience of dealing with clients within a financial environment.
Knowledge of compliance and regulatory requirements in the financial services industry.
Excellent written and verbal communication skills.

This position is with a well-established organisation in the Investment Management space.They are rapidly growing and have a range of clients including banks, retail investors and HNW individuals.

A competitive salary of approximately £40,500 to £49,500 per annum.
Fixed-term contract with potential for skill development and career growth.
Supportive and professional working environment.

Michael Page