Client Operations Assistant - Meredith Brown Associates - #2193651

Our client is a growing investment manager with over £5 billion in assets under management and more than 30,000 investors. Working alongside financial advisers, wealth managers and family offices, they deliver innovative investment solutions designed to provide consistent, stable returns through a transparent and defensive investment approach.

This role will suit a recent graduate with some work experience/internship within financial services.

Roles & Responsibilities

1. Processing new client applications and supporting the onboarding process.
2. Conducting AML and KYC checks in line with regulatory and internal requirements.
3. Maintaining and updating client and investor data across internal systems.
4. Processing incoming payments, banking cheques and supporting reconciliation activities.
5. Managing inbound and outbound client communications, including handling enquiries via phone, email and case management systems.
6. Opening, sorting and distributing incoming post and preparing outbound correspondence.
7. Supporting Client Operations Associates with day-to-day operational activities.
8. Assisting with operational improvement initiatives and ad hoc projects across the team.
9. Delivering high-quality client service while adhering to agreed service levels.

Experience & Qualifications

1. Some experience within financial services is beneficial (e.g. internship).
2. Excellent attention to detail and strong organisational skills.
3. A positive, proactive and adaptable approach to work.
4. Strong written and verbal communication skills.
5. A dependable team player with a collaborative mindset.
6. Ability to manage multiple priorities while maintaining accuracy.
7. Willingness to learn, develop new skills and take ownership of responsibilities.
8. A genuine interest in delivering excellent client outcomes and improving processes.

Please note that due to the high volume of applications received, we regret that we are unable to provide feedback to all applicants. Only successful candidates will be contacted.