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: • Starting salary of £27,000-£30,000 • 25 days holidays (option to buy more) • 4% matched pension contributions • Death in service, income protection and health cash plan • Cycle to work scheme • Employee discounts • Employee assistance program • Health test discounts What you will be doing: • Onboarding new clients • Managing transfers, account closures, withdrawals and client income • Monitoring for receipt of new funds and arranging ISA subscriptions • Organizing online access for clients and dealing with administrative issues • Act as first point of contact for client theories • supporting with annual reviews What they’re looking for: • A bright, personable and hard-working individual • Good literate, numerical and analytical skills • Confident to deal directly with clients • Experience in investment management or regulated role • Good understanding of account types, tax wrappers and investments • Knowledge of python and SQL (desirable) • Industry relevant degree If you are looking to kick start your career in financial services, this could be the opportunity for you!