Senior Client Operations Associate

This is an incredibly exciting opportunity for within a leading investment management firm. We are looking for candidates with strong experience in investment operations, including onboarding, dealing, cash management and reconciliations, who are confident supporting juniors within a Client Services environment.

SENIOR CLIENT OPERATIONS ASSOCIATE

Salary: £45-55k
Location: City of London

Hybrid: 3 days in office, 2 days WFH

A leading investment management firm in the City of London is seeking a Senior Client Operations Associate to join their highly valued Client Services Department. This is an exceptional opportunity for you to play a pivotal role within a supportive and inclusive team, where your expertise will directly impact client outcomes and operational excellence. The organisation is renowned for its open culture, commitment to professional development, and genuine appreciation for every team member’s contribution. You will benefit from flexible hybrid working arrangements, comprehensive training programmes, and a workplace where your voice is heard and your achievements are recognised. If you are passionate about delivering outstanding service, thrive in a collaborative environment, and want to be part of a business that values continuous improvement and personal growth, this role offers the perfect platform for your next career step.

What you'll do:

• Support the day-to-day flow of work across the Client Services team, ensuring tasks are appropriately prioritised, completed within agreed timeframes, and escalated where necessary.
• Review more complex work completed by Associates and Assistants, acting as the first point of escalation for operational queries and providing practical guidance and second-line review.
• Approve data change requests, maintaining highly sensitive information such as client bank details and adviser relationships with a strong focus on accuracy and control.
• Carry out final reviews of client onboarding, including due diligence checks and sign-off, as well as overseeing encashments and transfers processed by junior colleagues.
• Validate cash management entries completed by Associates and act as first-line approver for CASS-compliant Client Money and Asset Reconciliations.
• Oversee investment transaction processing (subscriptions and withdrawals), ensuring all activity is accurately processed in line with operational procedures and deadlines.
• Produce and distribute regular reporting to clients, advisers and internal stakeholders, ensuring accuracy and timely delivery.
• Support the allocation and management of team enquiries, helping maintain response quality while also handling more complex operational queries.
• Contribute to process improvements by supporting the implementation of changes that enhance efficiency and the client experience.
• Participate in ad-hoc projects as required, applying your operational knowledge to wider business initiatives.

The ideal candidate will have:

• Experience within investment operations, transfer agency or financial services operations, ideally within an asset manager, investment manager or platform.
• Experience operating at Senior Associate level or experince supporting colleagues, reviewing work and helping to manage day-to-day operational workloads.
• Strong knowledge of operational processes such as client onboarding, subscriptions, redemptions, transfers, cash management and reconciliations.
• Exposure to CASS and Client Money processes, including cash or asset reconciliations, would be highly beneficial.
• A proactive mindset, with the confidence to suggest process improvements, support change initiatives and contribute to testing of new systems or processes.
• Excellent communication skills and the ability to build strong relationships with colleagues, advisers and clients.
• Around 3-5 years' experience in a similar operational environment is ideal, although my client are open to candidates with more or less experience who can demonstrate the right level of responsibility.

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What sets this company apart:

This is a business where your contribution is genuinely valued, regardless of length of service. You'll benefit from a collaborative and supportive culture, comprehensive training, ongoing development, and regular feedback to help you progress. High performers are recognised with increased responsibility and exposure across the business, while you'll also have the opportunity to contribute ideas that improve both operations and the client experience. If you're looking for a company that invests in its people and values teamwork, this is an excellent opportunity.

What's next:

If you are ready to make a meaningful impact within a respected investment management firm while advancing your own career journey, please share your CV!

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