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Permanent

Client Services Assistant

London
money-bag 30000.00-30000.00 Annual
2937740431
Posted 4 days ago

Client Operations Assistant Advertised by OA West EndJob Title: Client Operations Assistant Department: Client ServicesContract type: Permanent Location: Hybrid (London Office)Salary: 30,000 - 38,000Summary Up Front: Join our dynamic Client Services Department as a Client Operations Assistant and play a crucial role in supporting our clients and enhancing operational efficiency. If you are detail-oriented, proactive, and eager to learn within a collaborative environment, we want to hear from you!About Us: We manage over 5 billion of assets for more than 30,000 investors, partnering with financial advisers, wealth managers, and family offices. Our focus lies in delivering innovative investment solutions with a commitment to consistent, stable returns through a defensive and transparent strategy. Our core values-agility, accountability, collaboration, and initiative-shape our culture and drive our success.The Role: Based in the heart of London, our organisation operates a hybrid work model, blending remote and office work. As a new joiner, you will undergo a comprehensive three-week training programme followed by a five-month competency plan, ensuring you have the support to thrive. Your responsibilities will include:Data Entry: Maintain accurate data within our systems.Report Generation and Distribution: Assist in creating and distributing client reports.Client Onboarding and Trade Entry: Process new client applications and enter trades.Dealing and Settlement: Handle investme

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