Client Operations Specialist — Investment Services

Fisher Investments; London; On-site; GBP 30,000 - GBP 40,000; Full time

Job summary

A leading investment firm in London is looking for a Client Operations Administrator to manage documentation tasks, collaborate with various teams, and ensure efficient workflow. The ideal candidate should be keen on building a career in investment management and excel in a collaborative environment. The firm offers comprehensive benefits including health plans, generous leave policies, and ongoing training opportunities.

Benefits

100% paid premiums for health plans

28 days annual leave, with options to purchase additional

Enhanced maternity pay package

$10,000 family-forming benefit

Retirement pension plan with company contributions

Gym subsidy of up to £50 per month

Employee Assistance Program

Ongoing training and educational support

Responsibilities

• Process and edit electronic documents using various software.
• Review inbound packages to classify by group and recipient.
• Scan documentation into the internal storage system.
• Open and sort daily mail from postal services.
• Prepare outbound documentation for external individuals.
• Contribute to group-wide projects on an ongoing basis.

Skills

Commitment to maintain quality of work

Comfort working in a collaborative environment

Desire to build a career in investment management

Ability to manage complexity

Job description

A leading investment firm in London is looking for a Client Operations Administrator to manage documentation tasks, collaborate with various teams, and ensure efficient workflow. The ideal candidate should be keen on building a career in investment management and excel in a collaborative environment. The firm offers comprehensive benefits including health plans, generous leave policies, and ongoing training opportunities.