Client Operations Associate

About the role

Join a well‑established wealth management firm in North London as a Client Operations Associate. You will support smooth client onboarding and day‑to‑day operations while building a career in financial services.

Key responsibilities

• Onboard new clients and set up online access.
• Manage transfers, account closures, withdrawals and client income.
• Monitor receipt of new funds and arrange ISA subscriptions.
• Handle administrative issues and act as the first point of contact for client queries, including annual reviews.

Required profile

• Bright, personable and hard‑working.
• Strong literacy, numerical and analytical abilities.
• Confident in direct client interaction.
• Experience in investment management or a regulated role.
• Good understanding of account types, tax wrappers and investments.
• Relevant industry degree.

Required skills

• Python (desirable).
• SQL (desirable).

What we offer

• Starting salary £27,000‑£30,000 per year.
• 25 days holiday (option to buy more).
• 4% matched pension contributions.
• Death in service, income protection and health cash plan.
• Cycle‑to‑work scheme, employee discounts and assistance programme.
• Health test discounts.