Purpose of the role:
Within this role, you will provide 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 team’s 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