Client Operations Assistant

Client Services | London (Hybrid)

About the Opportunity

Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies.

This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success.

The Team

The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients.

You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow.

The Role

This is an outstanding entry or early-career opportunity to build a long-term career in financial services.

You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness.

The role offers a hybrid working model with a minimum of three days in a central London office.

Key Responsibilities

You'll gain hands-on experience across a broad range of operational and client-focused activities, including:

• Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately
• AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring
• Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care
• Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard
• Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities
• Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations
• Process Improvement - Play an active role in identifying efficiencies and enhancing client experience
• Team Projects - Support broader initiatives and continuous improvement efforts across the function

What We're Looking For

We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment.

You will bring:

• A proactive, "can-do" mindset with a strong sense of ownership
• Exceptional attention to detail and organisational skills
• The ability to remain calm and focused under pressure
• Strong communication skills and a collaborative approach
• A genuine interest in financial services (prior experience is beneficial but not essential)
• Intellectual curiosity and the confidence to ask questions and challenge effectively

This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve.

What's On Offer

A Culture That Values You
Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised.

Structured Training & Career Development
Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression.

Performance & Progression
Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure.

Opportunity to Make an Impact
Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service.

Diversity & Inclusion

Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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