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Client Lifecycle Management

Non-disclosed London, United Kingdom
Posted 28 days ago Hybrid Contract Competitive
Are you: – curious and collaborative, comfortable working independently as well as in a team – able to multi-task and manage competing priorities in a demanding environment – able to assess new ideas and provide implementable solutions – a confident communicator – Transformation minded and have the skillset to deliver system and process change.


6-Month Contract

Hybrid Working

Leading London based Investment Bank


You will:

  • Work in partnership with client, CA and CAM and clients on any client onboarding requirements.
  • Front to back ownership of all onboarding cases.
  • Drive the onboarding and KYC preparation activities for the WMUK business to ensure KYC quality and process efficiency.
  • Participate in client meetings to discuss Client Lifecycle Management related process’.
  • Support CA to ensure regulatory compliance of submitted materials from client / CA
  • Perform KYC profile checking activities linked to client onboarding requests. Ensure client KYC information consistency.
  • Own all hand offs on onboarding cases to the offshore account opening teams.
  • Act as an SME for process/documentation enhancements.
  • Support local business needs by being a local escalation point, providing onsite expertise and knowledge across all CLM/KYC services.
  • Review external client forms, prepare internal forms relevant for onboarding.


Your Skills:

  • client focused with a desire to improve the client offering.
  • professional experience within Wealth Management/Investment Banking/Asset Management.
  • strong analytical, problem-solving and synthesizing skills


If you match the above criteria, please apply!


This role is advertised via Hays Talent Solutions!

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