Morgan Spencer Recruitment
Client Transitions and Onboarding Administrator
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Client Transitions & Onboarding Administrator
Location: London (Hybrid)
Industry: Asset Management
Employment Type: Full-time
Salary: 55K plus bonus
About the Role
We are seeking an experienced Client Transitions & Onboarding Administrator to join a leading Asset Management organisation. This role is responsible for coordinating the successful onboarding, transition, and offboarding of institutional and intermediary clients, ensuring a smooth and professional client experience throughout the lifecycle.
The successful candidate will work closely with Client Services, Operations, Compliance, Investment Teams, and external stakeholders to manage complex asset transitions, regulatory requirements, and client onboarding activities.
Asset Management industry experience is essential for this position.
Key Responsibilities
Client Onboarding & Transitions
- Coordinate the onboarding of new clients and accounts.
- Manage client transitions into investment products and portfolios.
- Support client offboarding activities, including transfer of assets to new managers.
- Maintain onboarding and transition trackers, ensuring accurate reporting and governance.
- Act as a key point of contact throughout the transition process.
Client Service & Stakeholder Management
- Build strong relationships with clients, custodians, consultants, and internal stakeholders.
- Respond to client queries in a timely and professional manner.
- Coordinate meetings and provide regular updates on onboarding and transition progress.
- Escalate issues and risks as appropriate to ensure successful outcomes.
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Compliance & Risk
- Support AML, KYC, and client due diligence processes.
- Gather and validate client documentation.
- Ensure adherence to regulatory requirements including FCA regulations, MiFID, FATCA, and relevant industry standards.
- Identify and escalate compliance or operational risks.
Operational Coordination
- Coordinate asset transfers, cash movements, and in-specie transitions.
- Work closely with Operations to manage transition activities and market deadlines.
- Support the implementation of investment restrictions and client-specific requirements.
- Ensure all client agreements and documentation are completed accurately and efficiently.
Skills & Experience Required
Essential
- Previous experience within the Asset Management, Investment Management, Wealth Management, or Institutional Investment sector.
- Experience supporting client onboarding, transitions, account opening, or client services functions.
- Strong understanding of investment management processes and financial products.
- Working knowledge of AML, KYC, and regulatory requirements.
- Excellent organisational skills with the ability to manage multiple workstreams simultaneously.
- Strong communication and stakeholder management skills.
- High attention to detail and commitment to delivering outstanding client service.
- Advanced Microsoft Office skills, particularly Excel and Outlook.
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Desirable
- Knowledge of institutional client onboarding and fund transitions.
- Experience working with charities, pensions, endowments, foundations, or trustee clients.
- Understanding of FCA regulations, MiFID II, and FATCA requirements.
What We're Looking For
The ideal candidate will be a proactive and highly organised professional who thrives in a fast-paced Asset Management environment. You will enjoy managing multiple stakeholders, solving problems, and delivering a best-in-class onboarding experience while maintaining the highest standards of compliance and client service.
Please note: Applicants must have prior Asset Management industry experience to be considered for this opportunity.
Morgan Spencer – Your Career, Our Expertise
We are proud to be one of London’s leading Executive Secretarial & Business Services recruitment consultancies, connecting exceptional talent with outstanding opportunities.
Equal Opportunities:
Morgan Spencer is committed to equality, diversity, and inclusion. We welcome applications from all suitably qualified candidates regardless of background, identity, or circumstance.
Confidentiality & GDPR:
All applications are handled with the strictest confidentiality and processed in accordance with UK GDPR and data protection legislation. Your personal information will only be used for recruitment purposes and will never be shared without your consent.
Morgan Spencer Limited, registered in England & Wales No: 4254114
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