Client Onboarding Professional

2 weeks ago


Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time
Job Title: Client Onboarding Professional
Location: Henley-on-Thames, Oxfordshire, UK
Salary: £55,000 - £70,000 per annum.

We are seeking a highly skilled and experienced professional to join our team in EMEA. As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives through effective client onboarding processes and exceptional customer service.

The ideal candidate will have proven experience in the asset management industry, with a strong understanding and knowledge of trade lifecycle and all investment functions. They will also have experience working on assignments of diverse scope and complexity, requiring initiative and independent judgment to determine the appropriate course of action within established policies and procedures.

In this role, you will be responsible for collaborating closely with clients, consultants, custodians, transition managers, and key internal partners to ensure the effective coordination of onboarding new institutional clients. You will also coordinate Client Change Management events, such as transitions between custodians/KVGs for EMEA and globally managed mandates, and manage the closure of institutional accounts within EMEA and globally managed mandates.

In return for your expertise and dedication, we offer a competitive salary, comprehensive benefits package, including company-provided healthcare, generous annual leave allowance, flexible working options, and much more.

  • Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time

    Invesco EMEA is seeking an exceptional Client Onboarding Expert to join its Client Onboarding team in Henley-on-Thames, Oxfordshire, United Kingdom.ResponsibilitiesThe successful candidate will be responsible for:Collaborating with clients, consultants, custodians, transition managers, and key internal partners to ensure the effective coordination of...


  • Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time

    As a seasoned professional in the asset management industry, you will have the opportunity to work with our Client Onboarding team at Invesco EMEA.Job DescriptionWe are seeking an experienced Investment Onboarding Manager to join our team in Henley-on-Thames, Oxfordshire, United Kingdom. The successful candidate will be responsible for collaborating closely...


  • Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time

    Job OverviewWe are seeking an experienced Investment Onboarding Manager to join our team at Invesco EMEA. The successful candidate will be responsible for coordinating the onboarding process for new institutional clients, ensuring a smooth transition and high-quality service delivery.The ideal candidate will have a strong understanding of the asset...


  • Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time

    About the Role:Invesco is a global leader in asset management, dedicated to helping investors achieve their financial goals. We are seeking a Senior Onboarding Specialist to join our EMEA team, responsible for coordinating the onboarding process for new institutional clients. As a key member of our team, you will work closely with clients, consultants,...


  • Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time

    About the Role:We are seeking an experienced Institutional Client Services Specialist to join our team in EMEA. In this role, you will be responsible for providing exceptional customer service and ensuring seamless client onboarding experiences. You will work closely with clients, consultants, custodians, and internal stakeholders to deliver high-quality...


  • Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time

    Job Overview:We are looking for an experienced Asset Manager Coordinator to join our team in EMEA. As a leading asset manager, Invesco aims to provide innovative solutions for investors worldwide. The successful candidate will play a key role in ensuring seamless client onboarding and excellent customer service.The ideal candidate will possess strong...


  • Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    A leading law firm in the UK is seeking a skilled Private Client professional to join their team.About the Role:Provide expert legal services to clients, including will drafting, tax planning, estate administration, and trust administration.Attend client-facing meetings and networking events to build strong relationships.Contribute to the firm's expertise in...


  • Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    **About the Role:**A highly regarded full-service law firm in Oxfordshire seeks a skilled Paralegal to support its Private Client team. The ideal candidate will have previous experience in Private Client law and strong organizational skills.The successful applicant will assist Fee Earners, run their own caseload, and engage with clients through networking...


  • Henley on Thames, Oxfordshire, United Kingdom eFinancialCareers Full time

    We are seeking a Strategic Client Liaison to join our eFinancialCareers team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, including institutional investors, family offices, and high net worth individuals.Your key responsibilities will include managing investor meetings and...


  • Henley on Thames, Oxfordshire, United Kingdom Ortus Psr Full time

    Elevate Your Career with Ortus Psr's Administrative OpportunitiesAbout Our ValuesAt Ortus Psr, we value our employees and strive to create a supportive and friendly work environment. We believe in investing in our people and offering ongoing professional development opportunities.Your Job OverviewAs an IFA Administrator, you'll be integral to the client...


  • Henley on Thames, Oxfordshire, United Kingdom Clark Wood - Tax Recruitment Full time

    We are seeking a highly skilled Senior Tax Professional to lead our Private Client Tax Advisory team. As a key member of the team, you will be responsible for providing expert advice on tax planning and compliance to private clients and high net worth individuals.The successful candidate will have extensive experience in IHT and CGT planning, with a proven...


  • Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    We are G2 Legal Limited, a highly regarded full-service law firm based in Oxfordshire. Our expertise in Private Client services has earned us a reputation for excellence, and we are now seeking an experienced Care Paralegal to join our team.This is a fantastic opportunity for someone looking to build their legal career and gain valuable experience in a...


  • Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    Be-IT Ltd is recruiting for a Private Client Career Developer to join its team in Oxfordshire. This exciting opportunity allows a skilled Paralegal to take their career to the next level and develop their expertise in Private Client law.About the CompanyAs a leading provider of Private Client services, Be-IT Ltd is committed to delivering exceptional results...


  • Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    G2 Legal Limited is currently seeking a skilled and ambitious Private Client Solicitor to join its established team. The successful candidate will have recently qualified or be close to qualifying, with a strong desire to develop their expertise in the area of private client law.The firm operates with a commercial approach, providing practical advice that is...


  • Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    **Job Overview:**G2 Legal Limited, a renowned law firm in Oxfordshire, invites applications for a Paralegal position in its Private Client department. The successful candidate will join a highly experienced team and contribute to delivering outstanding service to clients.This is an excellent opportunity for a motivated individual to develop their career in...


  • Henley on Thames, Oxfordshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Tax Advisory Services Manager Wanted in Henley on Thames! Clark Wood - Tax Recruitment is looking for a seasoned tax professional to join our team as a Tax Advisory Services Manager. In this role, you will be responsible for providing tax advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts,...


  • Henley on Thames, Oxfordshire, United Kingdom Blue Arrow - Reading Full time £15 - £18

    About Blue ArrowWe are a leading provider of professional culinary services, catering to a diverse range of clients across various regulated environments. Our commitment is to deliver high-quality staffing solutions that support our clients' needs and employees' professional lifestyles.

  • Care Professional

    2 weeks ago


    Henley on Thames, Oxfordshire, United Kingdom Prestige Nursing Full time

    About Prestige Nursing & CareWe're a reputable care provider in Ipswich, dedicated to delivering exceptional support and care services to individuals in their own homes. Our experienced team has been serving the community for over 15 years, offering a range of care solutions that cater to diverse needs.Job Overview:We're currently seeking a compassionate and...


  • Henley on Thames, Oxfordshire, United Kingdom Blue Arrow - Reading Full time

    **Job Title:** DBS ChefWe are seeking a skilled culinary professional to join our team at Blue Arrow - Reading. As a DBS Chef, you will be working in various environments that require your expertise in food preparation and service delivery.**Key Responsibilities:**Prepare and cook nutritious meals according to client requirementsMaintain kitchen cleanliness...


  • Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    A leading private client practice seeks a talented Private Client Solicitor to enhance its capabilities. This exceptional opportunity enables the chosen candidate to develop their skills and knowledge in private client law, including estate administration, trusts, and probate.The ideal candidate will have recently qualified or be near qualification, bringing...