At a Glance
- Tasks: Join the Client Services team to enhance client experiences and manage transitions.
- Company: Respected investment management organisation focused on client satisfaction.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Dynamic role with opportunities for growth in investment operations.
- Why this job: Be a key player in delivering exceptional client service and support.
- Qualifications: Experience in client onboarding and knowledge of financial regulations required.
The predicted salary is between 40000 - 50000 £ per year.
We are working with a highly respected investment management organisation, who are seeking someone to join their Client Services team.
This is an excellent opportunity for a client-focused professional to play a key role in delivering an exceptional client experience, supporting the onboarding, transition and offboarding of clients while ensuring all activities are managed efficiently and in line with regulatory requirements.
Key Responsibilities
- Coordinate the onboarding of new clients following successful business wins.
- Manage complex client transitions and asset transfers.
- Support client offboarding processes and transfers to external providers.
- Act as a key point of contact for clients throughout the transition lifecycle.
- Respond to client queries professionally and efficiently, escalating issues where appropriate.
- Maintain accurate onboarding and transition records and provide progress updates.
- Assist with Anti-Money Laundering (AML) and Know Your Customer (KYC) processes.
- Gather, review and validate client documentation to support regulatory requirements.
- Support compliance with FCA regulations, Mi FID, FATCA and internal risk procedures.
- Coordinate investment management documentation and operational activities.
- Work collaboratively with Operations and other internal teams to ensure successful project delivery
About You
- Experience in client onboarding, transitions, investment operations or financial services administration.
- Knowledge of AML and KYC processes.
- An understanding of FCA regulations, Mi FID and FATCA.
- Excellent written and verbal communication skills.
- Outstanding organisational skills with exceptional attention to detail.
- The ability to manage multiple deadlines and competing priorities.
- A proactive approach to problem-solving and issue resolution.
- A collaborative, professional and client-focused mindset.
If you're looking for your next opportunity within investment operations or client transitions and want to join a business where client experience is at the heart of everything they do, we'd love to hear from you.
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Client Services Investment Management in London 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.
