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Client Operations Assistant

Page Personnel

Southampton, England, United Kingdom Permanent June 22, 2026
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Vacancy Description

  • Immediate vacancy, permanent role, West End location of London
  • Investment Management Firm, 6mths -2 years experience required post Studies/Uni
  • About Our Client

    The 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.

    Job Description

  • Client Onboarding - Processing new client applications and inputting data into relevant systems, ensuring a smooth...
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