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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 London, focused on service excellence.
- Benefits: Enjoy a collaborative environment with opportunities for professional growth and development.
- Why this job: Shape client onboarding standards while working in a high-integrity, service-oriented culture.
- Qualifications: Familiarity with wealth management onboarding and regulations like AML and MiFID II is essential.
- Other info: This is a hands-on role on a 12-month fixed-term contract.
The predicted salary is between 36000 - 60000 £ per year.
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
- 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.
Client Lifecycle Specialist (12month Fixed Term Contract) employer: Goodman Masson
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. This knowledge will not only help you understand the role better but also demonstrate your commitment and expertise during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience in client onboarding. Engaging in conversations can provide valuable insights and may even lead to referrals that could boost your chances of landing the job.
✨Tip Number 3
Prepare examples from your past experiences that showcase your organisational skills and attention to detail. Be ready to discuss how you've successfully managed data or improved processes in previous roles, as these are key aspects of the Client Lifecycle Specialist position.
✨Tip Number 4
Research StudySmarter's values and culture to align your responses during the interview. Understanding our focus on collaboration and service orientation will help you articulate how you can contribute to our team effectively.
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 communicate effectively with clients and internal teams, as this is essential for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail and professionalism, which are key traits for this role.
How to prepare for a job interview at Goodman Masson
✨Understand the Regulatory Landscape
Familiarise yourself with key regulations such as AML, FATCA/CRS, MiFID II, and US QI. Being able to discuss these topics confidently will demonstrate your foundational understanding of onboarding in a wealth management context.
✨Showcase Your Organisational Skills
Prepare examples that highlight your strong organisational skills and attention to detail. Discuss how you've managed data hygiene or streamlined processes in previous roles to illustrate your capability in maintaining accurate static data.
✨Communicate Effectively
Practice articulating your thoughts clearly and concisely. Since the role involves liaising with both clients and internal teams, showcasing your communication skills during the interview is crucial.
✨Emphasise Collaboration and Change Management
Be ready to discuss your experience working in collaborative environments and how you've contributed to process improvements. Highlighting your adaptability and willingness to embrace change will resonate well with the team-focused nature of the role.
