Senior Client Onvoarding, Investment Management

Investment Management firm Transitions Client Account Transitions Client on boarding

Our client, a highly reputable global asset manager is currently in sourcing client account transitions and have created a senior position for those experienced in facilitating  all client transition activity for new institutional clients.

In this role candidates be experienced in coordinating all client events and end to end transition activity ensuring timely processing/coordinating of end-to-end transition activity for institutional clients across multi asset classes.

This is a high profiled and varied investment operations role, which will contribute significantly to process improvements to establish internal processes to support transition activity front to back. In addition, candidates will demonstrate strong interpersonal and communication skills to work across internal teams including Front Office as well as with external relationships.

In this role you will be responsible for new account opening, account closures, facilitating custodian transitions, in specie transfers and market openings. This is an exceptional opportunity to make your mark and contribute to evolving the transitions capability for this highly reputable asset manager.

Candidates will be degree educated and will come from a client servicing or account transition background gained from an asset management background.


Job type:
Banking & Financial Services
Banking and Capital Markets
Highly competitive
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Talk to a consultant

Talk to Bernadette Quail, the specialist consultant managing this position, located in London City

107 Cheapside, London, EC2V 6DN

Telephone: 02034650109
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