The Client Operations Assistant will play a vital role in supporting the delivery of seamless operations within the financial services sector. This permanent position offers the opportunity to contribute to a professional banking and financial services team.

Client Details

The Client Services Department sits at the heart of the organization, playing a vital role in the day-to- day operations of the business while also serving as the first line of support for our clients. These include financial advisers, retail investors, nominees, banks, and high-net-worth individuals

As a small but fast-growing investment manager, the scope of the team's responsibilities is broad, spanning post-sale client support and a variety of essential operational processes. The team is recognized for delivering outstanding customer service and providing seamless operational support that underpins the wider success of the business.

Description

Client Onboarding - Processing new...