Client Operations Associate - Michael Page Finance : Job Details

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.

Client Details

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.

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

Profile

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.

Job Offer

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