Client Operations Associate
other jobs Recruit UK
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £27,000 - £30,000 per annum
Job Description:
Full job descriptionRecruit 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!
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!
Job number 3879560
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...