Senior Client On-boarding/Transitions Manager recruitment

Working closely with Sales, Portfolio Managers, CRM and infrastructure teams (Compliance, Legal and Middle Office functions) to help co-ordinate the on-boarding of new business. The areas this will include, but not limited to, are co-ordination of the legal contract, investment guidelines, fee schedule, reporting requirements and operational set up.Help project manage significant activity that may occur on existing accounts working with the Client Relationship Manager. Such activity to include but not be limited to a change in custodian, change in administrator, change in fee structure or significant Read more […]

January 8, 2012 • Tags: , , • Posted in: Financial • Comments Off on Senior Client On-boarding/Transitions Manager recruitment