Operations Assistant - Client Admin
Charles StanleyLondon, England, United Kingdom
Posted December 22, 2025
Full Time
About the Company
Charles Stanley, part of Raymond James Wealth Management, is a leading UK wealth management firm offering bespoke investment portfolios and tailored financial advice. With a focus on client-centric service since 1792, Charles Stanley provides comprehensive solutions including discretionary portfolio management, execution-only share dealing, ISAs, SIPPs, corporate wealth management, financial planning, and specialist fiduciary services. The company's extensive network of over 20 offices across the UK ensures high-standard service to individuals, charities, institutions, and professional advisers.
Job Description
The Operations Client Assistant plays a vital role in supporting the smooth running of client administration processes, handling operational tasks including document screening, account opening, and responding to internal and external queries.
Requirements
- Previous experience in financial services, operations, or client administration (preferred)
- Strong background in administrative processes and compliance
- Experience working with investment products and account management
- Familiarity with AML and regulatory requirements