At a Glance
- Tasks: Support client onboarding and transitions while ensuring compliance and efficient delivery.
- Company: Mason Blake, a leading firm in investment management.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunities for growth in the investment management sector.
- Why this job: Join a dynamic team and make a real impact in client services.
- Qualifications: Strong client focus and understanding of regulatory compliance.
The predicted salary is between 50000 - 70000 £ per year.
Mason Blake is seeking a client-focused professional to join the Client Services team in investment management.
You will support onboarding, transition and offboarding while ensuring regulatory compliance and efficient delivery.
Key responsibilities include coordinating onboarding after wins, managing complex transitions, and serving as a primary client contact through transition lifecycles, with AML/KYC and regulatory considerations at the forefront.
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Investment Client Onboarding & Transitions Specialist employer: Mason Blake
Mason Blake is an excellent employer that fosters a collaborative and innovative work culture in the heart of London. Employees benefit from comprehensive professional development opportunities, a supportive team environment, and the chance to contribute to impactful marketing initiatives that resonate with investors. With a focus on quality and continuous improvement, this role offers a rewarding experience for those looking to grow their careers in marketing operations.
