Business Operations & Client Success Associate

What you will do

• Coordinate client meetings, reviews, reminders and follow-ups.
• Prepare client review documents, meeting notes and action items.
• Execute investment transactions, documentation and client confirmations.
• Maintain CRM, client records, operational trackers and task management systems.
• Coordinate with mutual fund houses, investment platforms and service providers to resolve operational issues.
• Prepare monthly dashboards, reconciliations and business reports.
• Support compliance tracking and documentation.
• Coordinate hiring, onboarding and other internal processes.
• Track projects, deadlines and follow-ups to ensure timely completion.
• Help improve processes, checklists and automation as we grow.

You are a good fit if

• You are highly organised and detail-oriented.
• You take ownership and follow things through to completion.
• You can work independently without constant supervision.
• You are proactive, dependable and comfortable following up with people.
• You communicate clearly and professionally.
• You enjoy using systems and processes to stay organised.
• You are curious, resourceful and learn quickly.

Preferred experience

• 1-3 years in operations, client servicing, administration or customer success.
• Good written and verbal English.
• Comfortable with Excel, Google Sheets and digital tools.
• Comfortable using AI tools such as ChatGPT to research, organise information and improve productivity.
• Experience in financial services or an interest in investing and capital markets is useful, but not mandatory.

What success looks like

• Client reviews, transactions and follow-ups happen on time.
• Tasks are tracked and nothing important gets missed.
• Client records and operational systems remain accurate and updated.
• Issues are followed through until they are resolved.
• Clients receive a consistently professional and responsive experience.

Why join us?

You'll work closely with the founder, get broad exposure to client experience and business operations, and have the opportunity to take on greater ownership and responsibility as the firm grows.