Finance operations occupations Work, Jobs in Wapping, Gtl (with Salaries)

Onboarding Associate
Charles Stanley —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Finance Operations Analyst
Multiverse —London
- Full-time
- Hybrid work
- Accounting
- Data entry
- Gym membership
- Life insurance
Quick apply
Client Operations & Finance Analyst (Junior)
Boost inc —London
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Quick apply
11d
Finance Operations - Finance Shared Services
VERNE —London
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Analysis skills
Quick apply
6d
Institutional Client Onboarding Analyst
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Bachelor's degree
- Annual leave
- Work from home
[Korea Development Bank] Analyst / Accounting
Korea Development Bank —London
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
6d
Investment Settlements Analyst
Just Group —London
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
5h
Fund Accounting Senior Analyst (12 Month FTC)
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Accounting
- Communication skills
Fund Accounting Senior Specialist
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Accounting
- Communication skills
Treasury Analyst (KYC/AML)
MS Amlin —London
- Full-time
- Hybrid work
- Microsoft Excel
- Banking
5d
Financial Operations Associate
Corgi Insurance —London
- £80,000 - £150,000 a year
- Full-time
- Accounting
Research Finance Officer
London School of Hygiene & Tropical Medicine —London
- £39,984 - £45,728 a year
- Full-time
- Hybrid work
- Annual leave
10d
[Korea Development Bank] Assistant Manager / Operations
Korea Development Bank —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
6d
Finance Operations Manager
Multiverse —London
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Gym membership
- Life insurance
Quick apply
Banking - Operations Assistant
Arbuthnot Latham —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
13d
Analyst, Donor Finance Management
European Bank for Reconstruction and Development —London
- ERP systems
- English
- Analysis skills
Director Finance Operations
Trustly —London
- Full-time
- English
- Analysis skills
- Continuous improvement
- Gym membership
Operations Associate / Senior Associate-Finance (Hedge fund experience)
Tether Operations Limited —London
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Bachelor's degree
Operations Specialist
HFG —London
- Analysis skills
4d
Intern - Financing Operations Agency & Solutions
Natixis —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d

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Onboarding Associate

Charles Stanley -
London

Apply Now

Job details

Full-time

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

finance operations occupations jobs in wapping, gtl

Onboarding Associate

Senior Finance Operations Analyst

Client Operations & Finance Analyst (Junior)

Finance Operations - Finance Shared Services

Institutional Client Onboarding Analyst

[Korea Development Bank] Analyst / Accounting

Investment Settlements Analyst

Fund Accounting Senior Analyst (12 Month FTC)

Fund Accounting Senior Specialist

Treasury Analyst (KYC/AML)

Financial Operations Associate

Research Finance Officer

[Korea Development Bank] Assistant Manager / Operations

Finance Operations Manager

Banking - Operations Assistant

Analyst, Donor Finance Management

Director Finance Operations

Operations Associate / Senior Associate-Finance (Hedge fund experience)

Operations Specialist

Intern - Financing Operations Agency & Solutions

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