William Blake Group is seeking a Senior Associate for its Client Lifecycle Management team, focusing on client onboarding, offboarding and transitions. This client-facing role provides exposure across the business, working closely with investment teams, clients and internal stakeholders to ensure a smooth onboarding experience.
You will coordinate onboarding, offboarding and transitions across pooled funds and mandates, collaborating with legal, compliance and operations to serve as the central
Client Lifecycle Lead: Onboarding & Transitions employer: William Blake Group
William Blake Group is an exceptional employer, offering a dynamic work culture that prioritises professional growth and development in the private wealth advisory sector. With a focus on high-net-worth and ultra-high-net-worth clients, employees benefit from a collaborative environment that encourages innovation and relationship-building, alongside competitive remuneration and comprehensive support for ongoing qualifications.
