Private Client Investment Operations Associate

Private Client Investment Operations Associate Hybrid / 3-days per week in office Marylebone, London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experience Client Operations Associate. Client Operations Associate - Job Description The main purpose of the role is to assist the Client Operations Manager with the non-investment aspects of the relationship with clients, financial advisers, and other parties including custodian platforms. In particular, the responsibilities of the role include, but are not limited to:- Taking clients through the on-boarding process, including drafting paperwork ensuring that all appropriate forms are fully complete, setting up client accounts and liaising with counterparties so that accounts are correctly established. Managing the transfer or closure of client accounts as required or requested. Arranging withdrawals and client income whether ad-hoc or regular in accordance with an agreed approach. Monitoring for receipt of new funds while informing the investment team and arranging ISA subscriptions. Organising online access for clients and dealing with any administrative issues that arise from this. Dealing with ad-hoc client instructions and general client servicing on non-investment matters. Reviewing and updating client files as required including as ..... full job details .....