An established global asset manager is looking for a Senior Associate to join its Client Lifecycle Management team, focusing on client onboarding, offboarding and transitions.
This is a client-facing role offering exposure across the business, working closely with investment teams, clients and internal stakeholders to ensure a smooth onboarding experience.
The Opportunity
- Take ownership of the coordination of client onboarding, offboarding and transition activity across pooled funds, segregated mandates and CLOs.
- Work closely with investment teams, product development, legal, compliance and operations, acting as a central point of contact throughout the client journey.
- Join a collaborative team with the opportunity to improve existing processes, contribute to automation initiatives and develop your knowledge across the business.
Requirements
- Previous experience within the investment management industry, ideally in a client onboarding, transition management or client service role, with a good understanding of equities and fixed income.
- Strong organisational and communication skills, with experience managing multiple deliverables and building relationships with clients and internal stakeholders.
- An understanding of fund structures, investment management agreements and related legal documentation would be advantageous, alongside an interest in ESG and sustainability.
Client Lifecycle Manager 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.
