CCLA Investment Management is seeking an experienced Client Onboarding & Operations Coordinator to manage onboarding, transitions, and offboarding for clients, ensuring a seamless experience while coordinating with internal teams and external partners.
The role combines client service, regulatory compliance (AML/KYC, FCA, MiFID, FATCA), and operational coordination to support asset transfers and documentation, while maintaining records and reporting.
#J-18808-LjbffrClient Onboarding & Transitions Specialist employer: CCLA Investment Management
Jupiter Asset Management is an exceptional employer, offering a dynamic work environment where the Relationship Support Executive plays a crucial role in supporting a dedicated team of client managers and directors. With a strong focus on professional development, employees are encouraged to take initiative and contribute to process improvements, fostering a culture of collaboration and innovation. Located in a vibrant area, the company provides unique opportunities for networking within the charity sector, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
CCLA Investment Management Recruitment Team
