Client Operations Associate - London

Our client in London is looking for a Client Operations Associate to join their busy firm, based in Central London. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients. This position will offer hybrid working.

Responsibilities:

-   Taking clients through the on-boarding process, including drafting paperwork, ensuring that all appropriate forms are fully complete, setting up client accounts and liaising with counterparties so that accounts are correctly established;

-   Managing the transfer or closure of client accounts as required or requested;

-   Arranging withdrawals and client income whether ad-hoc or regular in accordance with an agreed approach;

-   Monitoring for receipt of new funds while informing the investment team and arranging ISA subscriptions;

-   Organising online access for clients and dealing with any administrative issues that arise from this;

-   Dealing with ad-hoc client instructions and general client servicing on non-investment matters;

-   Reviewing and updating client files as required including as a part of an annual review process;

-   Assisting with any requirements from client reporting;

-   Maintaining a schedule of work-in-progress for the team and liaising with advisers on providing notifications and addressing action points arising.

Personal Qualities:

-   Excellent attention to detail

-   Highly organised, methodical, disciplined

-   Able to prioritise

-   Proactive approach

-   Able to work under pressure and to tight timescales

-   Team player and able to work under own initiative

-   Enquiring mindset

-   Flexible, driven and determined

-   Excellent communication skills

-   Business and commercial awareness

-   IT Skills (Outlook, Word, Excel)

If this position is of interest to you then please forward your CV to sam@artemisrecruitment.co.uk 

Apply for this job