Client Operations Manager – Wealth Management
Artemis Human Capital is delighted to be working in partnership once again with a long-standing client who have experienced impressive growth in recent years & continue to go from strength to strength within the wealth management sector. This is a newly created position within the company and the successful applicant will play a pivotal role in the firm’s future growth plans.
The Job…
You will be joining and working closely with a highly capable & hands-on team, working collaboratively across the following areas:
- Supporting with the successful implementation of a new client platform.
- Overseeing key aspects of client onboarding and account transitions during the platform migration process.
- Ensuring the smooth implementation of strategic financial planning advice to the firm’s enviable client portfolio.
- Helping to refine internal processes & documentation to support the evolving client journey,
- Supervising a small & capable team, supporting with day to day workflow.
The Ideal Candidate…
The successful applicant will become a central part of a dynamic and expanding team. On behalf of our client, we are looking to speak with someone with wealth management exposure & good operational experience. Ideally you will also possess the following criteria:
- Experience working within, or closely alongside, a wealth management or private client business- either in-house or through project-based work (essential).
- A good understanding of client onboarding, account transitions, or operational processes.
- Any experience with supporting a platform or system change would be particularly desirable.
- A naturally hands-on and solutions-focused individual.
- Any paraplanning or financial planning experience would be highly advantageous but not essential for this position.
The Benefits…
Our client has put together a highly competitive benefits package for the successful applicant, which includes:
- A generous starting salary of up to £40,000 per annum.
- Hybrid & flexible working policy.
- 1pm Friday finish.
- Enviable client portfolio.
- Genuine scope for career progression & professional development.
- Study support towards any relevant qualification you may wish to pursue.
- Fantastic company culture with a supportive team environment.
To apply for this Client Operations Manager – Wealth Management job please click on the link below or contact Beth Gault to discuss in the strictest confidence.