Client Operations Assistant

The Client Operations Assistant will play a vital role in supporting the delivery of seamless operations within the financial services sector. This permanent position offers the opportunity to contribute to a professional banking and financial services team.Client DetailsThe Client Services Department sits at the heart of the organization, playing a vital role in the day-to- day operations of the business while also serving as the first line of support for our clients. These include financial advisers, retail investors, nominees, banks, and high-net-worth individualsAs a small but fast-growing investment manager, the scope of the team''s responsibilities is broad, spanning post-sale client support and a variety of essential operational processes. The team is recognized for delivering outstanding customer service and providing seamless operational support that underpins the wider success of the business.DescriptionClient Onboarding - Processing new client applications and inputting data into relevant systems, ensuring a smooth and timely onboarding experience.Post Management - Opening, sorting and distributing inbound post as well as preparing and sending outbound correspondence.Data Entry - Accurately maintaining and updating data across internal systems.Cash Management and Banking Cheques - Processing incoming client payments, banking cheques, and supporting with bank reconciliation processesEnquiry Management - Managing client queries via our case management system, ..... full job details .....