Transitions co-ordinator
A custodian in London is looking to hire for a Transitions co-ordinator to join a growing team.
The main purpose of the role is to provide assistant to institutional clients relating to all activities, to include; on-boarding, mandate changes and termination.
The role will also include;
Undertake client transition activities, including in specie transfers, custody changes, new and lost business, fund closures/launches, UT a/c set-up’s, market account openings, processing client payment requests.
Maintain internal fund account lists with new, changing and exiting business.
To be an available resource for the update and review of current standing data processes.
To be an available resource to undertake ad hoc reviews/projects for the Transitions team.
Undertake the completion of required client changes within the agreed timeline.
Be a resource for function-wide business projects representing the transition team, assisting in the scope and impact of the projects and proving resources for testing and implementation.
The successful candidate will have a background in a similar transitions role and also be available at short notice (1 week notice).
For more information, please contact Craig Murray on 02034650109
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