Client Transitions

4 weeks ago


London, United Kingdom Leverton Search Full time

The idea candidate will be able to:

  • Lead on complex projects, working with pension schemes, insurance companies, and intermediary clients
  • Project manage client activities and work closely with relevant internal teams to ensure projects are completed promptly.
  • Produce implementation plans and external reports, with a good understanding of the client mandate, to ensure all parties can track and monitor progress.
  • Liaise with third party providers
  • Maintain strong relationships with the Client Service Team and engage holistically with other teams around the business
  • Maintain knowledge of the regulatory landscape and support the implementation of strategic and product initiatives
  • Have or seek to develop an enhanced understanding of investment strategies and products and solutions

 

You must have:

  • A good understanding of client lifecycle activities, fund operations and investment administration.
  • Experience with project management and dealing with a variety of clients
  • Excellent communication skills to deliver coherent and confident messaging
  • Confidence to question existing strategies, policies and procedures and get in involved with strategy discussions
  • Problem solving and relationship management skills
  • Confident to lead project calls and/or meetings with internal and external stakeholders

 

Due to the number of applications, we regret we will only be able to contact successful applicants.  



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