Skills

Communication Salesforce Quality Assurance Sales CRM

Job Specifications

Client Operations Executive | Investment Management Firm | £35,000 - £40,000| 6 month FTC | London and Hybrid

A growing investment management firm is looking for a Client On-Boarding Analyst to join their Client Operations team on a 6 month fixed term contract. They have over £3 billion under management with a diverse range of investment strategies over various sectors, including VC, Private Credit, Energy, and Social Housing.

Your role will be supporting the wider team and will play a vital role in the accurate and timely data entry of financial contracts.

Key Responsibilities:

Assist in the on-boarding process for new clients, providing guidance and support as needed to ensure a seamless experience.
Be responsible for the accurate input of lease and loan contract date into the new operations system
Collaborate closely with internal teams, including Compliance, Client Services and Sales, to facilitate smooth operations and address client needs effectively.
Ad hoc and supporting role where required to ensure the smooth running of the whole Client Operations department.
Conducting data verification and quality assurance checks to ensure alignment with contract terms.

About you:

Minimum of 2 years of experience in a similar role within Financial Services, ideally within leasing or loans is key
In-depth knowledge of application processing, handing large volumes of retails applications.
Experience with CRM systems, preferably Salesforce, would be beneficial.
Solid understanding of UK Regulations for Know Your Client and Anti Money Laundering rules.
Excellent communication skills.
Ability to work autonomously and collaboratively within a fast-paced, dynamic environment.
Proactive and self-motivated.

If you have relevant experience, fit the above criteria, and are looking for an exciting, rewarding, and challenging new role, please apply today.

We will be reviewing CVs throughout the process so please apply as soon as you can.

We are committed to ensuring the entire process is inclusive and accessible for all candidates who fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage.

At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.

About the Company

Established in 2010, we are an accountancy and finance recruitment consultancy with offices in London and Reading. We are experts in accountancy, and our consultants are industry specialists across Industry & Commerce, Financial Services and Not-for-Profit. We have the capability to deliver traditional permanent recruitment, interim and contract assignments, or executive search and multi-vacancy retainers. We are market leaders with a widely experienced leadership team and carefully trained and developed consultants at ev... Know more