Client Operations Associate

The Client Operations Associate will support across Trade support, cash management, settlements as well as serving clients with their enquires and portfolios. Excellent opportunity in a growing and thriving investment manager. Client Details This position is with a well-established organisation in the Investment Management space. They are rapidly growing and have a range of clients including banks, retail investors and HNW individuals. Description Report Generation and Distribution - Assisting with the creation and distribution of reports to our clients Client Onboarding and Trade Entry - Processing new client applications and inputting trades into our systems Dealing and Settlement - Processing dealing points for our investments, in which shares are bought or sold on behalf of our clients, and assisting with cash settlement processes Cash Management - Processing payments in from clients and assisting with bank reconciliation processes Enquiry Management - Using our case management system, resolving client email enquiries according to our industry leading SLAs Call Handling - Assisting our clients with their enquiries on the phone Ad-Hoc Projects- Assisting with ad-hoc tasks and projects as requireProfile A successful Client Operations Associate should have: Experience in a middle office Operations role within Financial Services Degree educated Experience of dealing with clients within a financial environment. Knowledge of compliance and regulatory requirements in the financial services industry. Excellent written and verbal communication skills.Job Offer A competitive salary of approximately £40,500 to £49,500 per annum. Fixed-term contract with potential for skill development and career growth. Supportive and professional working environment

Location: City of London, London, GB

Posted Date: 7/9/2025