Client Lifecycle Specialist (12month Fixed Term Contract)

Goodman Masson; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in London is seeking a Client Lifecycle Specialist for a 12-month fixed-term contract. This role focuses on enhancing the onboarding journey for private clients and charities, ensuring compliance and data accuracy. The ideal candidate will possess strong organisational skills and a foundational understanding of wealth management regulations.

Qualifications

• Foundational understanding of onboarding in wealth management.
• Familiarity with AML, FATCA/CRS, MiFID II, and US QI regulations.

Responsibilities

• Maintain accurate static data and ensure regulatory compliance.
• Streamline onboarding processes and liaise with stakeholders.

Skills

Organisational Skills

Attention to Detail

Communication

Job description

Client Lifecycle Specialist (12month Fixed Term Contract) (BBBH156857) London, England

An opportunity to join a growing Client Life-Cycle team focused on enhancing the end-to-end onboarding journey for private clients, charities, and complex structures such as SIPPs and trusts.

The role supports client-facing and internal teams by maintaining accurate static data, ensuring regulatory compliance, and streamlining onboarding processes. Responsibilities include data hygiene management, liaising with stakeholders across the business, and contributing to continuous improvement through both system and process change.

Candidates should have a foundational understanding of onboarding in a wealth management context, including familiarity with AML, FATCA/CRS, MiFID II, and US QI regulations. Strong organisational skills, attention to detail, and the ability to communicate effectively with both clients and internal teams are essential.

This is a hands-on role within a collaborative, change-focused team, offering the chance to shape and influence client onboarding standards in a high-integrity, service-oriented environment

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