As a Client Onboarding Administrator, you will oversee the asset transfer process from beginning to end, including client onboarding and handling queries from adviser firms and customers.
We're looking for people to join an Assisted Asset Transfers team as Client Onboarding Administrators.
Acting as a strong advocate for customers, you'll strive to ensure the best possible outcomes.
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.