SENIOR INVESTMENT OPERATIONS – CLIENT TRANSITIONS
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| Job Type | Permanent |
| Area | All of London, UK |
| Sector | BankingCorporate Actions |
| Salary | To £37k + BENS + BONUS |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-11493 |
| Job Views | 417 |
- Description
- To £37k + BENS + BONUS
A fantastic new opportunity has arisen at an International Private Bank based in the Central London for a Client Transitions Specialist to join their growing Investment Operations team. The purpose of this role is to oversee all operational aspects of the client transition processes, authorising daily tasks of team members and setting work agendas. You will provide administrative support to the Investment Management and Private Banking team, through the opening / closing of investment accounts, transfers of assets and payments between organisations and the amendment of client data.
· Support and work with the Team Manager to enhance knowledge and expertise across the team and business.
· Monitor the client on-boarding process, including account opening and closing, and raising stock transfers and deposits
· Use the in-house database to ensure all client information is up-to-date
· Liaise with and maintain strong working relationships with internal and external stakeholders, to include Investment Managers and intermediaries
· Any ad hoc duties, and delivering high stand client service, balancing client needs
To be considered for this position, candidates MUST have similar supervisory experience gained operationally at a similar institution (Private Bank / Investment Bank / Wealth Management).The successful candidate will need an in depth knowledge of UK securities administration.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.