Client Operations Associate - Investment Management Hybrid
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-08-26
Listing for:
Meredith Brown Associates Ltd
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Meredith Brown Associates Ltd is recruiting a Client Operations Associate for our London client in investment management. The role focuses on maintaining data in systems, reviewing applications for Inheritance Tax Services, handling dealing events, and supporting cash settlement processes.
You will reconcile client money bank accounts, complete CASS-compliant reconciliations, produce reports for clients and advisers, and manage data across the CRM.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×