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Client Processing - Team Lead

Salary Competitive
Type Permanent
Location Liverpool
Sectors UK & Regional
Projects & Change Management
Job Reference UK01/NXC/26210
Contact Nicola Cooper
Date posted 08-06-2017

Our leading Investment Management client is currently seeking an Analyst, Team Lead to join their Client Processing team. This is a permanent role, located in Liverpool.

As a Lead Analyst, the candidate is expected to execute the operational and system configuration activities related to client transitions to/from organization products and services. In addition, the position requires pertaining to Managed Investments, liaison between development, operations, and product owners.

Your key accountabilities:
• Responsible for the daily workflow of client transition operations, system configuration/oversight and data analysis and monitoring each component of the transition including data requirements, regulatory and compliance requirements
• Work closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience
• Ensure client has submitted/provided all required documentation and files; provides quality review of submissions

The candidate must be able to develop and maintain effective relationships with clients, both internally and externally. The candidate must also have the ability to co-ordinate and lead workshops both internally and externally.

This position sits within a very pro-active team, where providing a professional Client experience is key. There is also a great opportunity for progression – with this role looking to develop into a Project Manager position over time.

If you feel you have the relevant skills to succeed in this role, then please contact for more information.

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Contact Nicola about this job

Associate, Consultant