Job Description
Job description
We are seeking a Client Services Associate with sell-side/pre-trade experience to join the Corporate & Investment Banking division of a global bank. This role starts as a fixed-term contract (FTC) until December, with the potential to transition into a permanent position. Immediate availability or a short notice period is preferred.
Key Responsibilities:
• Manage and oversee the client onboarding process.
• Lead complex conversion activities for institutional clients.
• Review workflows to ensure optimal client experience and regulatory compliance.
• Provide recommendations for client support and training.
• Track and maintain projects and documentation, acting as the client's project manager.
• Utilise client feedback to improve the onboarding process.
Skills & Experience:
• Experience within sell-side/pre-trade environments.
• Strong understanding of financial markets and funds.
• Experience managing client onboarding and offboarding.
• Analytical, problem-solving, and project management skills.
• Proficiency in additional languages such as French, German, Spanish, or Italian is advantageous.
• Highly motivated, independent, and able to thrive in a dynamic and fast-paced environment.
This position requires working in the London office four days per week, with the option to work from home on the remaining day.
We are seeking a Client Services Associate with sell-side/pre-trade experience to join the Corporate & Investment Banking division of a global bank. This role starts as a fixed-term contract (FTC) until December, with the potential to transition into a permanent position. Immediate availability or a short notice period is preferred.
Key Responsibilities:
• Manage and oversee the client onboarding process.
• Lead complex conversion activities for institutional clients.
• Review workflows to ensure optimal client experience and regulatory compliance.
• Provide recommendations for client support and training.
• Track and maintain projects and documentation, acting as the client's project manager.
• Utilise client feedback to improve the onboarding process.
Skills & Experience:
• Experience within sell-side/pre-trade environments.
• Strong understanding of financial markets and funds.
• Experience managing client onboarding and offboarding.
• Analytical, problem-solving, and project management skills.
• Proficiency in additional languages such as French, German, Spanish, or Italian is advantageous.
• Highly motivated, independent, and able to thrive in a dynamic and fast-paced environment.
This position requires working in the London office four days per week, with the option to work from home on the remaining day.
💡 Quick Summary
Seeking a career-building opportunity? The Client Lifecycle Management |CLM| | Corporate|Investment Bank position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
