Transitions Analyst, Client Services

It is essential candidates will be highly experienced in coordinating all client events and end to end. Candidates will also come from a similar client on boarding/transitions background from an asset management firm to work across the business including Front Office ensuring timely processing/coordinating of end-to-end transition activity for institutional clients across multi asset classes.

Our client, a highly reputable global asset manager is currently in sourcing transitions and has a newly created a new role for an experienced Transitions specialist to liaise extensively with FRONT OFFICE to facilitate end to end client transition activity for institutional clients.

It is essential candidates will be highly experienced in coordinating all client events and end to end. Candidates will also come from a similar client on boarding/transitions background from an asset management firm to work across the business including Front Office ensuring timely processing/coordinating of end-to-end transition activity for institutional clients across multi asset classes.

This is a high profiled and varied role, requiring prior experience of process improvements to establish internal processes to support transition activity front to back. In addition, candidates will demonstrate strong interpersonal and communication skills to work across internal teams including Front Office as well as with external relationships.

In this role you will be responsible for new account opening, account closures, facilitating custodian transitions, in specie transfers and market openings. This is an exceptional opportunity to make your mark and contribute to evolving the transitions capability for this highly reputable asset manager.

Candidates will be degree educated and will come from a client servicing and account transition background gained from an asset management background. You will demonstrate strong industry knowledge across operations middle and back office functions and will ideally be familiar with financial systems such as SWIFT, TLM, Bloomberg for example.

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