Found Description
Client Lifecycle Specialist – Wealth Management
Our client is seeking an experienced and detail-oriented Senior Client Lifecycle Specialist to join a growing Wealth Management business. This is an excellent opportunity for a client onboarding and data management professional with strong regulatory knowledge to take ownership of key client lifecycle processes while contributing to operational improvement initiatives across the firm.
In this role, you will oversee complex client onboarding activities across a diverse client base, including private clients, trusts, companies, SIPPs, and charities. Working closely with teams across Compliance, Front Office, Legal, and Technology, you will play a key role in ensuring regulatory compliance, maintaining data integrity, and supporting strategic change initiatives within a highly regulated environment.
Key Responsibilities
- Oversee and coordinate the ...