Client Operations Associate

Recruit UK is supporting a well-established wealth management company in North London, and they’re looking for a Client Operations Associate to join their team.

This is an excellent opportunity for someone who wants to build a career in financial services while delivering smooth, efficient client operations.

What’s on offer:

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• Starting salary of £27,000-£30,000
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• 25 days holidays (option to buy more)
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• 4% matched pension contributions
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• Death in service, income protection and health cash plan
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• Cycle to work scheme
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• Employee discounts
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• Employee assistance program
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• Health test discounts
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What you will be doing:

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• Onboarding new clients
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• Managing transfers, account closures, withdrawals and client income
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• Monitoring for receipt of new funds and arranging ISA subscriptions
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• Organizing online access for clients and dealing with administrative issues
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• Act as first point of contact for client theories
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• supporting with annual reviews
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What they’re looking for:

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• A bright, personable and hard-working individual
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• Good literate, numerical and analytical skills
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• Confident to deal directly with clients
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• Experience in investment management or regulated role
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• Good understanding of account types, tax wrappers and investments
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• Knowledge of python and SQL (desirable)
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• Industry relevant degree
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If you are looking to kick start your career in financial services, this could be the opportunity for you!