Friday 15 October 2021
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Client Transition Manager - Client Operations

Fund Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: Within this role, you willprovide and promote a superior client experience by providing a multi-jurisdictional service for the Institutional business to onboard new clients/investors. Responsibilities: Responsible for the day-to-day planning and delivery of new Client and Investor Onboarding/Transitions for Institutional business, that will require multi-jurisdictional visibility Act as a project lead for the delivery of a variety of new client transition initiatives and coordinate business workstreams, ensuring planning and delivery of a superior client experience Document and track deliverables ag Prioritising own and teams workloads Manage timelines, deliverables and risks for client transition workstreams Dealing with internal and external day-to-day queries in a timely manner Skills required: Recognised relevant ICA or equivalent Professional Qualification 5-8 years' relevant finance industry experience Experience PE/Real Estate fund structures Previous experience in a project/change role Experience of client service delivery

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