client transitions & onboarding Jobs - 13
Asset Management Client Onboarding Administrator
Taylor James Resourcing - EC3R8HL
Employment Type : Full-Time
A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department. It's a hybrid role, 3 days in the office and 2 from home. Involved from the start of the client relat...
Private Client Paralegal
GerrardWhite - Richmond
Employment Type : Full-Time
Private Client Paralegal A highly regarded law firm is currently seeking a Paralegal to join their busy Private Client team. This opportunity will be based in Richmond, London. Their services cover the whole spectrum of wills, trusts, probate, court of protection/deputyship and estate-related matters including tax planning. The successful candidate will provide collaborative support within the team. The successful candidate will have at least 6 ...
Senior Inbound Marketing Lead
Denholm Associates - EH74QL
Employment Type : Full-Time
If you're an experienced, strategically-minded and hands-on Senior Inbound Marketing Lead with a deep knowledge of HubSpot and how to implement at a high, complex level, we want to hear from you! Denholm are delighted to be working with one of the foremost agencies who specialise in the power of HubSpot to transform their clients' operations, marketing strategies, and processes by managing and executing campaigns. Being responsible for everythin...
Training and Development Manager
Ortus PSR - Newcastle Upon Tyne
Employment Type : Full-Time
About the Client: Our client is a leading financial services firm committed to providing tailored advice and solutions to clients across the UK. They are currently seeking a dynamic individual to join their Technical Planning team in a confidential capacity as a Training and Development Manager. Role Overview: As a Training and Development Manager, you will play a pivotal role within the organisation by spearheading the onboarding process for ne...
Senior Transfer Agency Consultant - Limerick/Dublin
Gibbs Hybrid - Limerick
Employment Type : Full-Time
Senior Transfer Agency Consultant - Limerick/Dublin Gibbs Hybrid is looking for an accomplished Senior Transfer Agency Consultant with extensive experience of Transfer agency and client onboarding to join the New Business Team. You will be responsible for the on-boarding of new clients, funds, transitions, mergers, fund restructures, operational changes and / or share classes into Transfer Agency in a timely and accurate manner. Ensure that all ...
Junior IT Assistant
2i Recruit Ltd - Guildford
Employment Type : Full-Time
Our client is in search of a dynamic and proactive Junior IT Assistant to join their team. The ideal candidate will possess relevant experience and thrive in engaging with colleagues across all levels of the organization. This role presents an exciting opportunity for individuals looking to further develop their IT expertise, with comprehensive training provided. Key Responsibilities: Provide support to the business via calls, emails, video chat...
Property Paralegal
LR Legal Recruitment - TW91QD
Employment Type : Full-Time
Property Paralegal 26k - 28k Richmond (TW9) office-based Your experience working in the Real Estate department of a law firm is highly sought after, by our client. They are an excellent law for, situated in a beautiful area of South-West London. They are seeking a talented individual to join their specialist residential and commercial property team. This is an excellent opportunity to provide administrative and technical support in a busy, colla...
Senior HR Generalist
Equifind Group - W1S2HR
Employment Type : Full-Time
Equifind have partnered with a global financial services group to assist them with their search for a Senior HR Generalist to join their London team, based on Oxford Street. They are a fiercely ambitious company, growing across the world both through diversification and acquisition across Africa, Latin America, Eastern Europe and the Middle East. You'll be joining an established business with a start-up mindset, where innovation is highly encour...
Client Transitions & Onboarding
eFinancialCareers - London
Employment Type : Full-Time
The idea candidate will be able to: Lead on complex projects, working with pension schemes, insurance companies, and intermediary clients Project manage client activities and work closely with relevant internal teams to ensure projects are completed promptly. Produce implementation plans and external reports, with a good understanding of the client mandate, to ensure all parties can track and monitor progress. Liaise with third party providers M...
Client Onboarding & Transitions Executive
eFinancialCareers - London
Employment Type : Full-Time
Duties & Responsibilities: Proactively lead the full end-to-end implementation of company products and funds, as well as institutional client activity such as launches, closures, restructures, fund changes, in-species, mergers, and share classes, as well as seeding and deseeding plans where required. Perform and oversee operational set-up, providing accurate instructions both internally and externally. Manage multiple events simultaneously, ...