At a Glance
- Tasks: Coordinate onboarding and transitions of client accounts while managing documentation and stakeholder communication.
- Company: Join a well-established international financial institution with a dynamic work culture.
- Benefits: Competitive salary up to £40,000, hybrid working, and opportunities for career growth.
- Other info: Work in a hybrid model with flexible hours and a supportive team environment.
- Why this job: Be part of a crucial team that shapes client experiences in the financial sector.
- Qualifications: 1-2 years in banking or custody, strong organisational and communication skills required.
The predicted salary is between 40000 - 40000 £ per year.
A well-established international financial institution is seeking a Transition Officer to join its Transition Department. The Transition Officer will be responsible for coordinating the onboarding, transition, amendment and closure of client accounts, working closely with clients, internal operations teams, sub-custodians, and other relevant stakeholders. The ideal candidate should have 1–2 years of banking or custody experience, with strong organisational skills and the ability to manage documentation and multiple stakeholders accurately and efficiently.
Main Responsibilities
- Manage the transition and onboarding of new client accounts, ensuring required information and documentation is received on time.
- Communicate with clients and relevant parties to confirm requirements, service levels and transition timelines.
- Coordinate the review and completion of legal, fund, tax and internal documentation ahead of the live date.
- Arrange account opening with sub-custodians and ensure required documentation and instructions are provided.
- Set up client static data accurately within internal systems and obtain required approvals.
- Collect KYC and AML onboarding documentation and coordinate internal sign-off before accounts go live.
- Prepare service and operational documentation and coordinate operational briefings with relevant teams.
- Monitor relevant market and regulatory developments and communicate changes affecting client operations.
Ideal Candidate
- 1–2 years of experience within banking and/or custody.
- 5 O’ Levels or GCSEs at grade C or above.
- Experience in client onboarding, transitions, account opening or related banking operations would be advantageous.
- Strong organisational skills with excellent attention to detail.
- Ability to manage documentation and deadlines accurately.
- Strong communication skills with the ability to coordinate with clients and internal stakeholders.
- Ability to manage multiple priorities and escalate non-standard requirements appropriately.
- Japanese language skills would be advantageous.
Conditions
- Location: London
- Salary: up to £40,000 per annum level (depending on experience)
- Job Type: permanent, full-time
- Working Style: hybrid (within each 4-week period, employees are allowed to work no more than 8 days from home)
- Working Hours: 9:00-17:00 from Monday to Friday
- Start: negotiable
All applicants for the Transition Officer must have the right to work in the country as the Company is NOT able to offer visa support. We regret that we cannot accept applications from Working Holiday, Graduate or Student visa holders. If your application is successful, you will be contacted within two business days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs.
Transition Officer in London employer: Centre People Appointments Careers
Join a leading manufacturer renowned for its commitment to innovation and excellence in scientific instrumentation. As a Field Service Engineer based in Manchester, you'll enjoy a dynamic work culture that values hands-on technical expertise and customer satisfaction, alongside generous benefits including business trip compensation and a supportive environment for professional growth through international travel opportunities. This role not only offers competitive remuneration but also the chance to be part of a team dedicated to delivering outstanding service worldwide.
Contact Details:
Centre People Appointments Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Transition Officer in London
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We think you need these skills to ace Transition Officer in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Centre People Appointments Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at Centre People Appointments Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Centre People Appointments Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Centre People Appointments Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Centre People Appointments Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
