Client Operations Assistant

A leading investment management firm is seeking a Client Operations Assistant to join their highly valued Client Services Department in central London.

Client Operations Assistant

Salary: £30,000-36,000

Location: London

This is an exceptional opportunity for you to become part of a supportive and inclusive team that sits at the heart of the organisation, providing essential operational support and outstanding service to a diverse range of clients including financial advisers, wealth managers, and high-net-worth individuals. You will benefit from a structured training programme, ongoing development, and a hybrid working model that offers flexibility while ensuring you are well connected with your colleagues. The company is committed to recognising performance and rewarding those who contribute positively to both client experience and internal processes. If you are looking for a role where your voice is heard, your growth is supported, and your contribution truly matters, this position offers the perfect environment for you to thrive.

What you'll do:

As a Client Operations Assistant, you will play an integral role in supporting the day-to-day operations of the Client Services Department. Your responsibilities will span from processing new client applications and conducting compliance checks to managing post and maintaining accurate data records. You will be entrusted with handling sensitive financial transactions such as banking cheques and reconciling accounts while also responding promptly to client enquiries via established case management systems. In addition to these core duties, you will have the chance to participate in various administrative projects aimed at improving operational processes. Through structured training sessions and regular feedback meetings, you will quickly develop a deep understanding of investment products and internal procedures. By collaborating closely with experienced associates, you will steadily build your skills while contributing meaningfully to the delivery of industry-leading customer service.

• Process new client applications efficiently by inputting accurate data into relevant systems to ensure a seamless onboarding experience for all stakeholders.
• Conduct initial and ongoing anti-money laundering (AML) and Know Your Customer (KYC) checks in line with regulatory obligations and internal policies to maintain compliance standards.
• Open, sort, and distribute inbound post as well as prepare and send outbound correspondence to facilitate smooth communication flows within the department.
• Maintain and update data meticulously across internal systems to ensure records are always current and reliable for business operations.
• Handle incoming client payments, bank cheques, and assist with bank reconciliation processes to support effective cash management procedures.
• Manage client queries through the case management system by providing timely, professional responses that align with industry-leading service level agreements.
• Support the team with administrative tasks, operational improvements, and ad-hoc projects as required to enhance overall departmental efficiency.
• Participate actively in structured training programmes and competency plans designed to accelerate your understanding of products and internal workflows.
• Collaborate closely with Client Operations Associates by undertaking junior-level responsibilities while building your confidence and expertise within the role.

What you bring:

In this Client Operations Assistant position, your proven ability to deliver meticulous work will be highly valued as you handle sensitive information across multiple systems. Your interpersonal skills will shine as you communicate clearly with both clients and colleagues while supporting broader team objectives. A genuine commitment to accuracy—paired with strong organisational capabilities—will help you excel when managing competing priorities or tight deadlines. Your adaptability ensures that you learn quickly from structured training sessions while remaining open-minded about process changes or new challenges. Dependability is key; your colleagues will rely on your consistent performance during busy periods or when urgent issues arise. While previous exposure to financial services can be beneficial, it is your positive attitude towards learning new concepts—and your willingness to ask questions—that will set you apart. Above all else, your collaborative spirit ensures that everyone benefits from shared knowledge and mutual support within this inclusive environment.

• Demonstrate excellent attention to detail by consistently delivering accurate work even when handling routine or repetitive tasks.
• Show strong organisational skills that enable you to manage multiple priorities effectively within tight deadlines.
• Display a can-do attitude coupled with reliability, honesty, and a willingness to take ownership of your responsibilities.
• Possess clear written and verbal communication abilities that allow you to interact professionally with clients and colleagues alike.
• Exhibit adaptability by learning quickly on the job, asking thoughtful questions when needed, and embracing change positively.
• Work collaboratively within teams by offering support wherever necessary while maintaining a pleasant approach under pressure.
• Remain calm, focused, and dependable during busy periods or when faced with challenging situations.
• Bring any prior experience in financial services or similar regulated environments as an advantage but not essential for success in this role.
• Be proactive in identifying areas for improvement within operational processes or client service delivery.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates