Client Operations Assistant in West End, London

An exceptional opportunity has arisen to join a highly regarded global investment management business. This role offers exposure to client onboarding, transaction processing & investor servicing activities in a collaborative, high-performing environment. The position would suit either a graduate looking to begin a career in asset management, or an early-career operations professional seeking to develop within a leading buy-side organisation.

Client Details

Leading investement firm based in the West End of London.

Description

London | Investment Management | Permanent

An exceptional opportunity has arisen to join a highly regarded global investment management business within its Client Operations function. This role offers exposure to a broad range of client onboarding, transaction processing and investor servicing activities in a collaborative, high-performing environment. The position would suit either a graduate looking to begin a career in asset management operations, or an early-career operations professional seeking to develop within a leading buy-side organisation.

Working as part of a specialist Client Operations team, responsibilities will include:

• Processing investor subscriptions, redemptions, transfers and account-related transactions.
• Supporting investor onboarding and documentation reviews.
• Responding to client and investor queries in a professional and timely manner.
• Maintaining accurate client and account records.
• Liaising with third-party providers and internal stakeholders regarding investor transactions.
• Assisting with process improvement initiatives and operational projects.
• Ensuring a consistently high standard of client service and operational accuracy.

Profile

We are keen to speak with candidates from one of the following backgrounds for this Client Operations Assistant role:

Option 1 - Graduate Entry Route

• Degree from a Russell Group university.
• Minimum 2:1 classification.
• Relevant internships, placements or work experience gained within investment management, financial services, banking, asset servicing or related environments.
• Strong academic record and evidence of achievement both inside and outside of education.

Option 2 - Early Career Operations Route

• Degree educated.
• Approximately 1-3 years' experience within Transfer Agency, Client Operations, Investor Services, Fund Operations, Investment Operations or Middle Office functions.
• Experience gained within an investment manager, asset manager, wealth manager, fund manager, platform provider or other buy-side environment would be particularly attractive.
• Demonstrable progression and strong performance within previous roles.

Job Offer

• Permanent Client Operations Assistant position based in London.
• Salary of £40,500 to £45,000 dependent on the level of experience.
• Bonus.
• Study package.