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Client Onboarding Specialist

2 months ago

London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time
Client Onboarding & Transitions Coordinator Analyst

Our client, a boutique asset manager known for exceptional fund performance, is seeking an experienced professional to coordinate and support client transitions into new funds.

The ideal candidate will have excellent attention to detail, strong communication skills, and the ability to multitask and prioritise. A minimum of 2-3 years' experience in a similar client onboarding role or in investment operations within financial services is required.

Key Responsibilities:

  • Coordinate client transitions and manage complex transitions with relationship managers
  • Support client follow-ups and work with the compliance team to perform necessary checks
  • Attend Client Focus meetings and engage with internal and external parties to ensure clear responsibilities for asset transfers
  • Regular communication with custodians and finalising in-specie transitions
  • Update the order management system with client investment restrictions

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
  • A fantastic benefits package

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