Operations Assistant - Client Admin (FTC)

Charles Stanley & Co

Full time London, England Information and Record Clerks

Posted:

January 23, 2026

Location:

London, England, United Kingdom

Job Description

The Operations Client Assistant plays a vital role in supporting the smooth running of client administration processes. This position involves handling a wide range of operational tasks including document screening, account opening, deceased account processing, responding to internal and external queries, and contributing to ad hoc project work.
Key Responsibilities

Client On-Boarding
Screen Anti-Money Laundering (AML) documentation for all account types (GIA, ISAs, Pensions, OPBs, Trusts, etc.).
Validate documents such as cheques and W-8 forms.
Open new client accounts and monitor pending accounts.
Respond to client on boarding queries within agreed service levels.
Client Administration
Manage deceased accounts, including probate valuation requests.
Process account closures and calculate/deduct closing fees.
Allocate valid W-8 forms and track expired documentation.
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Job Overview

Job Type: Full time

Location: London, United Kingdom

Posted: January 23, 2026

Deadline: March 04, 2026