Job Description
A leading wealth management firm in Greater London seeks an enthusiastic Operations Associate to manage client accounts. The successful candidate will work closely with Investment Managers to ensure timely account openings and amendments. Responsibilities include reviewing paperwork, performing due diligence checks, and assisting with portfolio transfers. Candidates should have experience in Financial Services, strong communication skills, and be familiar with CRM systems. This role offers a range of benefits including private medical insurance and a pension scheme.