Client Operations Analyst

Role Overview

We are seeking a highly organised and detail-oriented Client Operations Analyst to join the team. This role is responsible for supporting client onboarding activities through data enrichment, account administration, reconciliation support, and system access management.

Key Responsibilities

• Review, process, and complete onboarding and enrichment requests in a timely and accurate manner.
• Input, maintain, and validate data across multiple internal systems and applications.
• Create and review cash, position, and market value sheets to support operational processes.
• Gather and analyse information required for market value reconciliations.
• Investigate and escalate discrepancies, exceptions, or data issues to senior team members promptly.
• Ensure team members receive access to required applications and systems.
• Perform peer reviews and quality checks on daily and monthly operational tasks.
• Coordinate with internal stakeholders to obtain information required to complete reconciliations and onboarding activities.
• Monitor and manage a high volume of requests while meeting service level requirements and deadlines.
• Maintain accurate records and ensure all work is completed in accordance with internal procedures and controls.
• Support continuous improvement initiatives by identifying process efficiencies and sharing best practices.

Skills and Experience

• Strong attention to detail and commitment to accuracy.
• Strong Excel skills, including the ability to work with large volumes of data.
• Confidence using multiple systems, applications, and databases simultaneously.
• Strong organisational and time management skills.
• Ability to prioritise and manage competing workloads effectively.
• Good problem-solving and analytical skills.
• Strong written and verbal communication skills.
• Ability to work accurately while managing competing priorities and meeting deadlines.

Experience & Attributes

• Successful candidates are likely to demonstrate the following:
• A proactive approach and positive, can-do attitude.
• Willingness and ability to learn new skills and knowledge on the job.
• Adaptability and the ability to learn new processes, systems, and procedures quickly.
• Strong computer literacy and confidence navigating multiple platforms.
• Ability to work within a fast-paced and complex operational environment.
• Previous experience in operations, administration, onboarding, reconciliation, data processing, financial services, or other transferable environments is beneficial but not essential.
• Accountability, reliability, and a commitment to delivering high-quality work.

We welcome applications from candidates with a variety of professional backgrounds. If you have strong organisational skills, attention to detail, and a willingness to learn, we would be happy to hear from you.