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Client Operations Executive - Temp to Perm

Posted 8 March by Career Legal Easy Apply Ended

Our client is a leading international asset management firm that is looking to bring on board a Client Operations Executive to ensure the on boarding of corporate customers in accordance with department procedures. The successful candidate will manage and process incoming account requests and static data changes.


  • Create and maintain customer records in Treasury’s Customer Data Management system
  • Complete due diligence on new and existing customers in accordance with the department’s onboarding procedure
  • Process ongoing account requests ensuring that customer instructions are acted upon efficiently and work is completed to Treasury-agreed standards
  • Execute customer maturity instructions upon expiration of a fixed deposit term
  • Represent the department when required in user testing changes to applications and systems, communicating results accordingly
  • Develop an understanding of how Front Office, Back Office and Customer Operations interact, building cross-departmental relationships


  • Maintain a customer-focused mindset ensuring that any correspondence is clear and accurate, and instructions are responded to within agreed SLAs
  • Champion the customer always and provide excellent service

Conduct, Risk and Compliance

  • Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required
  • Escalate issues and process gaps where identified to the line manager, while developing a knowledge of the risks posed by both the operational environment and the conduct of the bank
  • Complete all online regulatory training when required by the business
  • Behave at all times in line with Treasury ‘Vision and Values’


  • GCSE (or equivalent) Maths & English at Grade C or above
  • A level qualification or equivalent

Reference: 34633900

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