Client Operations Analyst - eFinancialCareers : Job Details

When it comes to transfers, you'll collaborate closely with a client service team to facilitate seamless transitions for client investment accounts, ISAs, and pensions.

Monitoring transfer progress and providing regular updates to clients will be key responsibilities, ensuring timely completions and addressing any issues that arise along the way.You will also be responsible for all client withdrawals from the portfolio.While these tasks represent the core responsibilities of the role, you can expect to be involved in various other processes over time, including operational aspects of private market funds, tax reporting, and service provider management. Your willingness to learn and to contribute across different areas will be highly valued as the client continues to grow and evolve.Our client is seeking someone with at least 1-2 years of experience in the financial services industry, ideally in areas such as Wealth Management or Independent Financial Advising (IFA).