Client Lifecycle Specialist (12month Fixed Term Contract)
Client Lifecycle Specialist (12month Fixed Term Contract)

Client Lifecycle Specialist (12month Fixed Term Contract)

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
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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. #J-18808-Ljbffr

Client Lifecycle Specialist (12month Fixed Term Contract) employer: Goodman Masson

Join a dynamic and supportive team in London as a Client Lifecycle Specialist, where you will play a crucial role in enhancing the onboarding journey for private clients and charities. Our company fosters a collaborative work culture that prioritises employee growth and development, offering opportunities to influence client onboarding standards while ensuring compliance in a high-integrity environment. With a focus on continuous improvement and a commitment to excellence, we provide a rewarding workplace for those looking to make a meaningful impact in wealth management.
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Contact Detail:

Goodman Masson Recruiting Team

Client Lifecycle Specialist (12month Fixed Term Contract)
Goodman Masson
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  • Client Lifecycle Specialist (12month Fixed Term Contract)

    London
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-06-24

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    Goodman Masson

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