Investment Client Onboarding & Transitions Specialist in London

Investment Client Onboarding & Transitions Specialist in London

London Full-Time 50000 - 70000 Β£ / year (est.) No working from home possible
Mason Blake

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 Β£ 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 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.

Mason Blake

Contact Details:

Mason Blake Recruitment Team

We think you need these skills to ace Investment Client Onboarding & Transitions Specialist in London

Client Focus
Onboarding Processes
Transition Management
Offboarding Procedures
Regulatory Compliance
AML/KYC Knowledge
Communication Skills