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Client Operations Analyst at InvestEngine | JobVerse
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Client Operations Analyst
InvestEngine
Remote
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LinkedIn
Client Operations Analyst
United Kingdom
Full Time
5 hours ago
Apply Now
About this role
Role Overview
Carry out daily operational processes including payments, withdrawals, reconciliations, trading and settlement, and corporate actions
Complete time-sensitive tasks accurately and on time, maintaining clear audit trails and documentation
Investigate operational issues and breaks, applying structured problem-solving and escalating appropriately
Support improvements to processes and controls to prevent recurring issues
Identify opportunities to streamline workflows and support automation initiatives
Partner with Client Experience, Product, and Compliance teams when operational input or investigation is required
Ensure all activities align with FCA requirements, including AML/KYC, CASS, and Consumer Duty obligations
Requirements
Experience in investment operations within financial services or fintech
Working understanding of AML/KYC, CASS, and relevant FCA expectations
Comfortable working in a deadline-driven operational environment
Strong analytical skills and a structured, thoughtful approach to problem-solving
Clear communicator who knows when and how to raise risks or concerns
Professional, dependable, and collaborative mindset
English fluency (C1 level and above)
Benefits
Impact from day one
Room to grow
Transparent and open culture
Supportive team
Remote and flexible
Apply Now
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