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- Tasks: Join our team to enhance client onboarding for private clients and charities.
- Company: Be part of a growing Client Life-Cycle team in a dynamic environment.
- Benefits: Enjoy a collaborative culture with opportunities for process improvement and professional growth.
- Why this job: Shape client onboarding standards while working in a high-integrity, service-oriented setting.
- Qualifications: Familiarity with onboarding in wealth management and strong organisational skills are essential.
- Other info: This is a hands-on role on a 12-month fixed-term contract.
The predicted salary is between 28800 - 48000 £ per year.
Client Lifecycle Specialist (12month Fixed Term Contract) (BBBH156857) London, England An opportunity to join a growing Client Life-Cycle team focused on enhancing the end-to-end onboarding journey for private clients, charities, and complex structures such as SIPPs and trusts.
The role supports client-facing and internal teams by maintaining accurate static data, ensuring regulatory compliance, and streamlining onboarding processes. Responsibilities include data hygiene management, liaising with stakeholders across the business, and contributing to continuous improvement through both system and process change.
Candidates should have a foundational understanding of onboarding in a wealth management context, including familiarity with AML, FATCA/CRS, MiFID II, and US QI regulations. Strong organisational skills, attention to detail, and the ability to communicate effectively with both clients and internal teams are essential.
This is a hands-on role within a collaborative, change-focused team, offering the chance to shape and influence client onboarding standards in a high-integrity, service-oriented environment
Name: Please include your first and last name.
Email: @
Phone: Please include your country code.
CV / Resume:
Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.
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Contact Detail:
Goodman Masson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Lifecycle Specialist (12month Fixed Term Contract)
✨Tip Number 1
Familiarise yourself with the specific regulations mentioned in the job description, such as AML, FATCA/CRS, and MiFID II. Understanding these will not only help you in interviews but also demonstrate your commitment to compliance and regulatory standards.
✨Tip Number 2
Network with professionals already working in client lifecycle roles or wealth management. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail during interviews. Think of specific examples from your past experiences where you successfully managed data or improved processes.
✨Tip Number 4
Showcase your ability to work collaboratively by preparing examples of how you've effectively communicated with both clients and internal teams in previous roles. This will highlight your fit for a hands-on, team-oriented environment.
We think you need these skills to ace Client Lifecycle Specialist (12month Fixed Term Contract)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Lifecycle Specialist. Familiarise yourself with terms like AML, FATCA/CRS, and MiFID II, as these are crucial for the role.
Tailor Your CV: Highlight your relevant experience in onboarding processes, data management, and regulatory compliance. Use specific examples that demonstrate your organisational skills and attention to detail.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and how your background aligns with the company's goals. Mention your ability to work collaboratively and contribute to process improvements.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Goodman Masson
✨Understand the Onboarding Process
Familiarise yourself with the end-to-end onboarding journey for private clients and complex structures. Be prepared to discuss your understanding of AML, FATCA/CRS, MiFID II, and US QI regulations, as these are crucial in the wealth management context.
✨Showcase Your Organisational Skills
Highlight your strong organisational skills during the interview. Provide examples of how you've managed data hygiene or streamlined processes in previous roles, as this will demonstrate your ability to maintain accurate static data and improve onboarding efficiency.
✨Communicate Effectively
Since the role involves liaising with both clients and internal teams, practice articulating your thoughts clearly. Prepare to discuss how you would handle communication challenges and ensure that all stakeholders are kept informed throughout the onboarding process.
✨Emphasise Your Collaborative Spirit
This position is within a collaborative team focused on change. Share experiences where you've worked effectively in a team setting, contributed to process improvements, or influenced standards, showcasing your ability to thrive in a dynamic environment.
