Client Services Operations Assistant

Fixed Term

Contract:

4–5 months

A leading, award-winning financial services group is seeking a detail-focused Client Onboarding Assistant to support their Operations team during a key period of growth.

This is a great opportunity for someone who genuinely enjoys administrative work
, takes pride in accuracy and organisation, and feels energised by helping a team run smoothly. You’ll play an important part in ensuring new investors are onboarded efficiently across a range of investment products.

The role is administrative - ideal for someone who loves structure, has strong attention to detail
and brings a proactive, team-oriented mindset.

This is a fully office-based position
, focused on processing applications, managing documentation, updating internal systems and supporting the wider team with day-to-day tasks.

• Processing new applications and checking documents
• Scanning, organising and filing paperwork
• Logging incoming post and distributing it to the right people
• Updating internal records and ensuring information is accurate
• Supporting the team with day-to-day admin tasks
• Pitching in wherever needed during busy periods

• Previous experience in an administrative role within an office
• Strong attention to detail and accuracy
• A can-do attitude and willingness to help
• Comfortable working under pressure, particularly during deadlines
• Organised, methodical and reliable
• Able to learn new processes quickly
• Financial services experience is welcome butnot essential