Operations associate Work, Jobs in Esher (with Salaries)

Onboarding Associate
Charles Stanley —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
14d
Operations Associate
Junior AI —London
- £50,000 - £55,000 a year
- Full-time
- System design
- AI
- Communication skills
7d
Property Development Associate
Dreamhouse (A.E.) Construction and Development LTD —Putney
- £35,000 - £45,000 a year
- Monday to Friday
- In-person
Quick apply
9d
Team Member
NEXT —Walton-on-Thames
- £8.28 - £12.71 an hour
- Part-time
- Employee discount
4d
Talent Operations Associate
BibliU —London
- Full-time
- Remote
- Sales
- Human resources
- Organisational skills
- Work from home
- Flexible schedule
Quick apply
1d
Customer Success Operations Associate
GP Automate —London
- £55,000 - £65,000 a year
- Full-time
- Hybrid work
- Sales
- GP surgery experience
Quick apply
4d
Guest Service Associate
Atrium Hotel Heathrow —Feltham
- £13.21 an hour
- Hospitality
- Hotel
- Organisational skills
- Employee discount
Quick apply
8d
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Communication skills
- Retail sales
7d
7IM Graduate Associate Programme
Seven Investment Management —London
- Communication skills
11d
7IM Graduate Associate Programme
7IM —London
- Communication skills
11d
Commercial Operations Associate
SailGP —London
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Quick apply
2h
Graduate - Operations Transformation Associate
Lendable —London
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Machine learning
- AI
- Referral programme
7d
Localisation Associate (Part time)
Goodnotes Internships and Contracts —London
- Part-time
- Remote
- English
- Organisational skills
- IT
Operations Associate
Lightdash —London
- Full-time
- Hybrid work
Sales Associate (Part Time) | Kingston
REISS —Kingston upon Thames
- Part-time
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Operations Associate
Alaro —London
- Full-time
- Remote
- Heavy lifting
- No degree
Quick apply
Front Desk Guest Service Associate
47 Park Street, Grand Residences by Marriott —London
- Weekend availability
- Customer service
- English
- Analysis skills
12d
Stockroom Associate
Hawes & Curtis —London
- From £13 an hour
- Full-time
- Sales
- Merchandising
- Supervising experience
Quick apply
1d
Customer Experience Associate - London
Ramp —London
- £39,000 - £43,000 a year
- Weekend availability
- Hybrid work
- ERP systems
- Accounting
- QuickBooks
- Annual leave
- Employee assistance programme
Guest Service Associate - Leisure Centre
Atrium Hotel Heathrow —Feltham
- £13.21 an hour
- Hospitality
- Management
- Hotel
- Employee discount
Quick apply
7d

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Onboarding Associate

Charles Stanley -
London

Apply Now

Job details

Full-time
14 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Continuous improvement
Organisational skills
Financial services
Time management

Full job description

We’re looking for a detail-oriented and collaborative individual to help ensure the integrity, accuracy, and effective governance of client data across the business. As part of the Client Data team, you will play a vital role in delivering a high-quality client experience by ensuring account data is accurately established, maintained, and controlled. You’ll work closely with colleagues across Operations, Onboarding, and Client-facing teams to support seamless processes and positive outcomes for our clients.

This role would suit someone who enjoys working in a fast-paced, regulated environment and is keen to grow their career within financial services. We welcome candidates from diverse backgrounds who bring curiosity, accountability, and a commitment to continuous improvement.

Key Areas of Responsibility:

Accurately set up and maintain client records for Wealth Management accounts, ensuring data integrity at every stage of the process
Review and validate client documentation prior to account setup, ensuring completeness and compliance with internal policies and regulations
Perform “four-eye” quality checks on data entered by colleagues to uphold high standards of accuracy
Act as a key point of contact for internal queries relating to account opening and client data management
Manage the team inbox and department phone line, responding to queries promptly and professionally
Collaborate with internal stakeholders to resolve data discrepancies and enhance processes
Proactively identify potential data risks, control gaps, or inefficiencies, and escalate where appropriate
Support fraud prevention efforts by identifying and escalating suspicious or unusual requests
Contribute to continuous improvement initiatives by recommending and implementing process enhancements
Participate in system testing and change initiatives to ensure data processes remain robust and fit for purpose

Qualifications & Experience:

Ideally at least two years’ experience in an administrative, operations, or data-focused role
Experience in financial services or a regulated environment is beneficial, though not essential—we value transferable skills and a willingness to learn

Knowledge & Skills:

Strong attention to detail and a commitment to maintaining high levels of data accuracy
Excellent organisational and time management skills, with the ability to prioritise effectively in a busy environment
Confident communicator, able to build positive working relationships with stakeholders at all levels
Proactive and self-motivated, with the ability to work both independently and as part of a team
Strong problem-solving skills and a continuous improvement mindset
High level of integrity, with an understanding of risk and compliance considerations
Collaborative team player who values and respects diverse perspectives and contributions
Proficient in Microsoft Office (particularly Excel, Word, and Outlook)
Comfortable learning and working with multiple systems and databases

What We Offer:

A collaborative, values-driven culture where integrity and client-first thinking are paramount.
The opportunity to shape a growing service within a respected and stable firm.

At Raymond James, we:

Put clients first – always.
Act with integrity – doing what’s right, not what’s easy.
Think long term – building a stable, responsible future.
Value independence – celebrating individuality and encouraging innovation.

About Us:

Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.

Apply Now

Refine Your Search

operations associate jobs in esher

Onboarding Associate

Operations Associate

Property Development Associate

Team Member

Talent Operations Associate

Customer Success Operations Associate

Guest Service Associate

Customer Experience Associate

7IM Graduate Associate Programme

7IM Graduate Associate Programme

Commercial Operations Associate

Graduate - Operations Transformation Associate

Localisation Associate (Part time)

Operations Associate

Sales Associate (Part Time) | Kingston

Operations Associate

Front Desk Guest Service Associate

Stockroom Associate

Customer Experience Associate - London

Guest Service Associate - Leisure Centre

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