Portfolio Transition Coordinator

4 days ago


London, Greater London, United Kingdom Mason Blake Full time
About the Role

We are seeking a highly skilled Portfolio Transition Coordinator to join our team at Mason Blake in London. In this role, you will play a critical part in ensuring the successful transition of client assets, providing exceptional service to our clients and driving business growth.

Key Duties:
  • Coordinate the entire account opening process, from initial contact to final account setup
  • Work closely with Transition Managers and other stakeholders to ensure seamless transitions
  • Maintain accurate and up-to-date records of all client transactions and communications
  • Provide training and support to colleagues, acting as a subject matter expert
  • Liaise with Portfolio Management, Trading, and Investment teams to facilitate smooth transition events
  • Monitor and respond to any issues that may arise during the transition process

The ideal candidate will have a strong background in investment management operations, excellent communication skills, and the ability to work effectively under pressure. The estimated salary for this position is £55,000 - £75,000 per annum, depending on experience.


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