Posted by Hays Specialist Recruitment Limited • £40K/yr to £50K/yr
The Client Onboarding Administrator will ensure a smooth and timely transition of new clients, collaborating with teams across Investment, Product, Operations, Legal, Compliance, and Business Development.
Our client, a boutique asset manager known for exceptional fund performance, is seeking an experienced Client Onboarding & Transitions Coordinator Analyst to coordinate and support client transitions into new funds.
Key responsibilities include coordinating client transitions, managing complex transitions with relationship managers, and supporting client follow-ups.
Portfolio Group are proud to be recruiting for a leading digital technology company that provides professional services solutions to a range of corporate and SME client across the UK.
An exciting opportunity to join a vibrant company that has been operating for over 40 years with incredible growth and have won many awards such as the 'Feefo Platinum Trusted Service Award 2023'.
Part of a highly successful award-winning, privately-owned group, this organisation is growing rapidly owing to the continued development of their digital integration, enhancing SaaS based products and services and through to driving new customer acquisition.
Posted by Hays Specialist Recruitment Limited • £35K/yr to £42K/yr
Our client, a highly reputable global asset manager, has a fantastic opportunity for a Client Onboarding/Account Transitions specialist within their dedicated Transitions team in investment operations.
This role is perfect for those with 1-2 years of experience in client servicing, middle office, or back office operations.
This is a rare chance for an investment operations specialist to transition from a processing role to a project management/client engagement capacity.
Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
General
Do you have experience in professional indemnity and want to get into a client facing role?
Whether you come from broking, underwriting or claims if you've got the ambition to manage and develop own wholesale/client book we want to speak to you.
Key accountabilities
To develop and maintain good working relationships with all clients.
Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).