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Operations Client Analyst

Job details



Date Posted

13 October 2023



Job Type


Job ID


£50,000 - £65,000


Our client is a growing investment management firm renowned for its innovative solutions and client-centric approach. Due to continued success, they are now seeking a skilled Operations Client Analyst to join their dedicated team on a permanent basis.

Reporting directly to the Head of Operations, the Operations Client Analyst will take on the following dynamic responsibilities:

  • Orchestrating the seamless transition of new clients, ensuring an efficient onboarding process.
  • Collaborating closely with cross-functional teams to interpret and address specific client requirements, customising solutions to meet unique needs.
  • Proactively identifying potential bottlenecks and implementing strategic measures to mitigate risks during the transition phase.
  • Employing advanced data analysis techniques to evaluate performance metrics and provide insights for enhancing the client transition process.
  • Developing comprehensive transition documentation and providing training to ensure the team is well-equipped to handle future client transitions adeptly.

The ideal candidate for this role will possess the following skillset:

  • Minimum 1-4 years’ experience across Operations within Investment Management.
  • Demonstrated expertise in project management within the financial services sector, with a strong emphasis on client transition processes.
  • Proficiency in client relationship management, showcasing the ability to foster enduring partnerships and deliver exceptional client experiences.
  • Exceptional analytical and problem-solving skills, with acute attention to detail and a proactive approach to identifying and resolving potential challenges.
  • Excellent communication and interpersonal abilities, enabling effective collaboration with internal teams and external stakeholders throughout the transition journey.

This presents a remarkable opportunity for an ambitious Operations professional to make a substantial impact within a respected Investment Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.

If your experience resonates with the outlined criteria, please submit your CV for consideration.


Please note that due to the volume of applications received, we regret that we are unable to respond to each applicant individually.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”


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