Client Transitions & Onboarding

The idea candidate will be able to:

• Lead on complex projects, working with pension schemes, insurance companies, and intermediary clients
• Project manage client activities and work closely with relevant internal teams to ensure projects are completed promptly.
• Produce implementation plans and external reports, with a good understanding of the client mandate, to ensure all parties can track and monitor progress.
• Liaise with third party providers
• Maintain strong relationships with the Client Service Team and engage holistically with other teams around the business
• Maintain knowledge of the regulatory landscape and support the implementation of strategic and product initiatives
• Have or seek to develop an enhanced understanding of investment strategies and products and solutions

You must have:

• A good understanding of client lifecycle activities, fund operations and investment administration.
• Experience with project management and dealing with a variety of clients
• Excellent communication skills to deliver coherent and confident messaging
• Confidence to question existing strategies, policies and procedures and get in involved with strategy discussions
• Problem solving and relationship management skills
• Confident to lead project calls and/or meetings with internal and external stakeholders

Due to the number of applications, we regret we will only be able to contact successful applicants.