Operations & Client Services Technician

An excellent opportunity to join a client-focused financial services team, supporting the delivery of operational processes and high-quality client service within a regulated environment. This role offers broad exposure to client onboarding, due diligence, operations and customer servicing activities.

What You’ll Do

• Support client onboarding, customer due diligence and ongoing review processes.
• Conduct AML, KYC and risk assessment activities in line with regulatory requirements.
• Process client instructions, transactions and day-to-day servicing requests.
• Maintain and review client records, documentation and compliance information.
• Liaise with clients, intermediaries and internal teams to resolve queries and deliver excellent service.
• Assist with payment processing, reconciliations and operational administration.
• Maintain accurate records, audit trails and case management systems.
• Identify and escalate risk, compliance or documentation concerns where appropriate.
• Contribute to process enhancements, operational projects and continuous improvement initiatives.
• Support the delivery of a positive and efficient client experience.

What You’ll Need

• Previous experience within financial services, operations, administration or client services.
• Understanding of AML, KYC, customer due diligence and regulatory requirements.
• Experience supporting client onboarding, customer servicing or operational processes would be advantageous.
• Strong attention to detail and a high level of accuracy.
• Excellent communication and relationship-building skills.
• Strong organisational and time management abilities.
• Proficiency in Microsoft Office applications and business systems.
• Ability to prioritise workloads, manage deadlines and work effectively in a fast-paced environment.
• A proactive and solutions-focused approach to problem solving.

Why Join?

• Competitive salary and comprehensive benefits package.
• Professional training and ongoing career development opportunities.
• Supportive and collaborative team environment.
• Exposure to a broad range of client service, operations and compliance activities.

More information about this role is available upon request – contact the team today for further details.