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Client Transitions Senior Associate

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Date Posted

12 March 2020



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Our client is a top tier investment management house based in the heart of London. Due to continued company success, they are now looking for a Client Transitions Senior Associate to join their Client Services team on a permanent basis.

The Client Transitions Senior Associate will serve as an experienced and senior member of the Client Services team, and will take responsibility for the following duties:

  • All operational aspects of client transition events including new mandate fundings, terminations, all asset-in-kind flows and product or portfolio changes
  • Working closely with Relationship Managers to ensure a consistent service model in transitioning client assets
  • Account record set-up for new accounts, portfolios, and share classes as well as on-going maintenance of existing account records
  • Training colleagues and acting as a global subject matter expert for account record set-ups and operational procedures
  • Coordinating the reconciliation  of external transition management trade execution asset lists for new or existing accounts
  • Being a Business Partner to Client Integration Managers, Portfolio Managers and Trading in the development and implementation of client transition strategies
  • Liaising with Portfolio Management to facilitate transition events

The Client Transitions Senior Associate must meet the following skillset:

  • A minimum of 6 years’ experience within the investment management industry within a client operations role
  • Broad knowledge of the investment management process
  • Work history within a transitions role within the asset management sector
  • Undergraduate degree (or equivalent) with a classification of 2.1 or above
  • Strong communication skills as this role requires the ability to provide an excellent client service

This is an excellent opportunity for a Client Transitions specialist looking for a more Senior role with strategic involvement.

The company offers a collaborative culture, clear career progression and competitive benefits.

If you believe your background meets the criteria, please apply with your CV.

Note, due to the high volume of applications received, only successful candidates will be responded to.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

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