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Permanent

Client Operations Associate

Recruit UK
London
money-bag £27000 Annual
Posted: 17 July 2026 (Yesterday)
Closing date: 16 August 2026
Ref: 3140118202

Recruit UK is supporting a well-established wealth management company in North London, and they''re looking for a Client Operations Associate to join their team. This is an excellent opportunity for someone who wants to build a career in financial services while delivering smooth, efficient client operations.What''s on offer:Starting salary of £27,000-£30,00025 days holidays (option to buy more)4% matched pension contributionsDeath in service, income protection and health cash plan Cycle to work schemeEmployee discountsEmployee assistance programHealth test discountsWhat you will be doing:Onboarding new clientsManaging transfers, account closures, withdrawals and client incomeMonitoring for receipt of new funds and arranging ISA subscriptionsOrganizing online access for clients and dealing with administrative issues Act as first point of contact for client theoriessupporting with annual reviewsWhat they''re looking for:A bright, personable and hard-working individualGood literate, numerical and analytical skillsConfident to deal directly with clientsExperience in investment management or regulated roleGood understanding of account types, tax wrappers and investmentsKnowledge of python and SQL (desirable)Industry relevant degreeIf you are looking to kick start your career in financial services, this could be the opportunity for ..... full job details .....

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