Saturday 23 October 2021
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Client Transition Manager

KYC / CDD,Compliance,Compliance,Risk,Funds Enquire

 

Type:Contract
Hours:Full Time
Reference:40472
 

Full Description

Join a forward-thinking and independent provider of financial services and promote a superior client experience, by providing an efficient multi-jurisdictional service whilst on-boarding new clients/investors.

This is a unique opportunity for an individual with proven finance industry experience, specifically with private equity and real estate fund structures, to join a fast-paced environment where people are valued and listened to, and hard work is rewarded.

Responsibilities will include:

  • Overseeing the day to day planning and delivery of new client and investor onboarding or transitions, across multiple jurisdictions 

  • Acting as project lead for the delivery of a variety of client transition initiatives 

  • Identifying opportunities to improve client service 

  • Acting as a point of escalation for more complex queries regarding the onboarding process

  • Providing management information for new client/investor onboarding statistics

  • Assisting with the set up and approval of new workflows within core systems. 

Experience and skills required:

  • At least 5-8 years financial services experience, including extensive knowledge of real estate and private equity fund structures 

  • Hold a recognised professional qualification

  • Good understanding of currently industry AML/CFT handbook legislation, regulations and operating practices and also good knowledge of GDPR practices

  • Strong commitment to client delivery excellence

  • Previous experience in a project/change role would be an advantage, but is not essential  

If youd like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.

For more information please visit https://www.rowlands.co.uk/job/client-transition-manager.


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