Client Transition Specialist

2 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

Mason Blake is a top-tier investment management house based in London.

Due to continued company growth and success, they are now seeking an experienced Client Transitions Specialist to join their high-performing team on a permanent basis.

The estimated annual salary for this role is £55,000 - £65,000.

Job Description:

This position involves ensuring the timely and consistent delivery of account opening documentation for new client accounts, as well as coordinating fund launches, fund closures, share class launches, and related transition events.

Responsibilities also include initiating account record set-up for new accounts and/or portfolios, reviewing and approving new account set-ups, and providing assistance and training to colleagues.

Additionally, you will coordinate with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post-event basis.

Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks is also a key responsibility.

Required Skills and Qualifications:
  • Experience in a similar role within the investment management sector
  • Holds industry-relevant qualifications, such as IMC or CFA, or a desire towards such a qualification
  • Comes across as credible and as someone who can hold their own in front of senior stakeholders at a global level

This is an excellent opportunity for an Operations Analyst working within a hedge fund or investment management company, who is now looking to excel their career in a prestigious buy-side house.



  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as a Career Transition Specialist. In this role, you will have the opportunity to transition into a rewarding new career as a financial adviser.The ideal candidate will have a Level 4 qualification and be looking for an opportunity to start their own business. They will...


  • London, Greater London, United Kingdom oilandgas Full time

    Job DescriptionWe are seeking an experienced Energy Transition Specialist to join our team in the EU. This is a challenging role that requires strong leadership and technical skills.About UsWelcome to Worley, a global professional services company of energy, chemicals and resources experts. We partner with our clients to deliver projects and create value...


  • London, Greater London, United Kingdom ZipRecruiter Full time

    Job SummaryWe are seeking a highly experienced Senior Manager/Associate Director to join our I&S Risk Consulting, Energy, and Infrastructure team. The successful candidate will act as a subject matter specialist, demonstrating extensive knowledge of the energy transition environment.This role involves delivering current projects as well as developing new...


  • London, Greater London, United Kingdom LGBT Great Full time

    Excel in Your Career as an Energy Transition SpecialistWe are seeking a highly skilled and motivated Energy Transition Specialist to join our team at LGBT Great. As an Energy Transition Specialist, you will play a critical role in supporting the growth of our renewable energy portfolio and driving business development initiatives.Job Description:Develop and...


  • London, Greater London, United Kingdom Goodman Masson Full time

    Career OpportunitiesWe are looking for an Asset Management Transition Specialist to join our team in London.The estimated salary for this role is £70,000 - £90,000 per annum, depending on experience.As an Asset Management Transition Specialist, you will be responsible for managing new business implementations for global custody clients, coordinating...


  • London, Greater London, United Kingdom Forvis Mazars UK Full time

    **Forvis Mazars UK - A Leading Advisory Firm**We are seeking a highly experienced Senior Manager/ Associate Director to join our team in the I&S Risk Consulting, Energy, and Infrastructure business unit. The successful candidate will act as a subject matter specialist, demonstrating extensive knowledge of the energy, infrastructure, and energy transition...


  • London, Greater London, United Kingdom Gartner Full time

    Job Overview Gartner is seeking an experienced Client Transition Coordinator to join our team. In this role, you will be responsible for ensuring a seamless transition of leads from one sales executive to another. This is an exciting opportunity to work with a dynamic team and contribute to the growth of the company. Key Responsibilities: • Facilitate...


  • London, Greater London, United Kingdom Forvis Mazars UK Full time

    Job Description:We are seeking a highly experienced Senior Manager/ Associate Director to join our I&S Risk Consulting, Energy, and Infrastructure team. The successful candidate will act as a subject matter specialist, demonstrating extensive knowledge of the energy, infrastructure, and energy transition environment.The role involves delivering current...


  • London, Greater London, United Kingdom Lincolnshire County Council Full time

    Lincolnshire County Council is seeking a qualified professional to join their team as a Transition Specialist. This role is an exciting opportunity for someone with a passion for supporting young people transitioning from Children's to Adult Services.The successful candidate will work closely with the Learning Disability Service team, prioritizing effective...


  • London, Greater London, United Kingdom Mason Blake Full time

    We are looking for an Asset Transition Specialist to join our team at Mason Blake. As an Asset Transition Specialist – Transitions, you will be responsible for managing transitions involving pooled and segregated discretionary multi-asset funds.You will contribute to the development of trading strategies and implement them as required. Your key...


  • London, Greater London, United Kingdom CV-Library Full time

    We are hiring for an Energy Transition Specialist at H9 Technical's Risk Advisory client in London. This role requires extensive knowledge of the energy, infrastructure, and energy transition environment. Key responsibilities include delivering current projects, developing new markets and clients, and collaborating with internal teams to enhance service...


  • London, Greater London, United Kingdom Astro Studios, Inc. Full time

    We are Astro Studios, Inc., a leading innovation and transformation consultancy. Our mission is to empower businesses to transition to sustainable energy solutions.This role requires an experienced Energy Transition Managing Consultant to support our existing client base and ambitious growth strategy in the renewable energy sector.As an Energy Transition...


  • London, Greater London, United Kingdom M&G Full time

    Job DescriptionWe are seeking a highly skilled Portfolio Transition Specialist to join our team at M&G. As a key member of our Business Solutions team, you will be responsible for developing and executing the implementation approach for asset transitions.This is a pivotal role that requires active participation in feasibility and assessment activities, with...


  • London, Greater London, United Kingdom Buckden Partners Full time

    Job OverviewBuckden Partners is seeking a highly skilled Energy Transition Specialist to join their Corporate and Investment Banking team.The ideal candidate will have a solid financial modelling background and experience working with large energy companies.This role will involve providing complex client solutions, including traditional Oil and Gas funding...


  • London, Greater London, United Kingdom Forvis Mazars Full time

    Role OverviewWe are seeking an experienced Energy Transition Specialist to join our Infrastructure and Services team. This role involves delivering current projects, developing new markets, and clients in the energy transition space, including renewable energy and low-carbon hydrogen.Key ResponsibilitiesAct as a subject matter specialist in the Energy and...


  • London, Greater London, United Kingdom Hunter AHP Resourcing Full time

    We are seeking an experienced social worker to lead our Specialized Support Worker team as an Adolescent Transition Specialist.As an Adolescent Transition Specialist, you will be responsible for supporting young people with diagnosed Global Learning Disabilities and care leavers with ongoing social care needs around SEND. You will work closely with internal...


  • London, Greater London, United Kingdom Buckden Partners Full time

    Job OverviewBuckden Partners is a leading global bank seeking an experienced Energy Transition Specialist to join its Energy and Utilities Corporate and Investment Banking team.The successful candidate will have a solid background in financial modelling and the ability to work with complex clients within the Energy Majors space.This role involves helping...


  • London, Greater London, United Kingdom Forvis Mazars Full time

    Overview">We are seeking a highly experienced Senior Manager/Associate Director to join our I&S Risk Consulting, Energy, and Infrastructure team. This role involves delivering current projects as well as developing new markets and clients in the energy transition space, including renewable energy and low carbon hydrogen.">The Role">The successful candidate...


  • London, Greater London, United Kingdom Forvis Mazars Full time

    Job Description:The successful candidate will act as a subject matter specialist, demonstrating extensive knowledge of the energy, infrastructure, and energy transition environment. They will lead client engagements, ensuring high-quality service delivery, provide strategic insights and recommendations to clients, and deliver internal audit and risk...


  • London, Greater London, United Kingdom Explore Group Full time

    Job OverviewExplore Group is seeking a talented Kubernetes Transition Specialist to lead the migration of our clients current IT environment to a managed Amazon EKS cloud platform. This is an exciting opportunity to leverage your expertise in Kubernetes and cloud technologies to drive business growth and innovation.The ideal candidate will have a proven...