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Client Onboarding Specialist

2 months ago

London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

Job Summary:

We are seeking an experienced Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a Client Onboarding Specialist, you will play a critical role in ensuring a smooth and timely transition of new clients into our client's funds.

Key Responsibilities:

  • Coordinate and support client transitions into new funds, collaborating with teams across Investment, Product, Operations, Legal, Compliance, and Business Development.
  • Manage complex transitions with relationship managers and support client follow-ups.
  • Work with the compliance team to perform necessary checks and attend Client Focus meetings.
  • Engage with internal and external parties to ensure clear responsibilities for asset transfers.
  • Regularly communicate with custodians and finalize in-specie transitions.
  • Update the order management system with client investment restrictions.

Requirements:

  • Minimum of 2-3 years' experience in a similar client onboarding role or in investment operations within financial services.
  • Excellent attention to detail and strong communication skills.
  • Ability to multitask and prioritize.
  • Knowledge of charity and trustee law and an understanding of major asset classes and their suitability for different investors is an advantage.

What We Offer:

A collaborative working environment, study support, modern offices, hybrid working with a minimum of 3 days in the office, generous bonus potential, and a fantastic benefits package.

This role is a unique opportunity to contribute to a rapidly expanding asset manager committed to ethical and sustainable investing.