Operations Analyst Private Wealth

Company: City Recruitment Associates Ltd
Apply for the Operations Analyst Private Wealth
Location: Tooting Graveney
Job Description:

Key Responsibilities

Monitoring, validating and recording new portfolios and client amendments.

Processing closed accounts, and Loss of Contact clients including static data amendments and reporting.

Produce regular reporting such as Contract Notes,

Assisting with quarterly fee and valuation production, maintaining reconciliations, and answering queries.

Reviewing returned post and Loss of Contact…

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Posted: October 21st, 2026