About

This role is an excellent opportunity for a recent graduate or junior professional looking to build a career within investment management and client operations. Sitting within the Client Services function, the position supports the day-to-day operational and client-facing activities of the business, acting as a key point of support for clients and internal stakeholders. The client is an investment manager with a strong focus on consistent, stable returns, working in partnership with financial advisers, wealth managers, family offices, retail investors, nominees, banks, and high-net-worth individuals. Key responsibilities Entering and maintaining accurate data across systems.Generating and distributing client reports.Supporting onboarding and processing trades.Assisting with dealing points, settlements, and cash management.Managing email and phone enquiries to high service standards.Supporting ad-hoc projects and operational improvements.