Client Operations Associate
Core
Maintaining data, processing dealing events, reconciling client money bank accounts, and handling client enquiries for an investment manager.
Role type
Client Operations Associate
Builds
Investment solutions and client reporting
Domain
Financial services / Asset management
Required skills
Data maintenance, application review, cash settlement, bank account reconciliation, CRM management, report distribution, inbound client communication
Preferred skills
Experience in client operations or financial services, asset/wealth management background
Technologies
CRM systems, CASS-compliant platforms
Responsibilities
Maintaining data within systems, reviewing applications for Inheritance Tax Services, processing dealing events, reconciling client money bank accounts, producing and distributing regular reports, handling inbound client calls and emails, managing investor and adviser data upload and maintenance
Seniority
Individual Contributor