Client Onboarding & Transition Specialist

Centre People Appointments; Greater London; Hybrid; GBP 24,000 - 40,000; Full time

Job summary

Centre People Appointments is seeking a Transition Officer for a well-established international financial institution in London. You will coordinate onboarding, transition, amendment and closure of client accounts, working with clients, operations teams, sub-custodians and other stakeholders.

The role requires 1-2 years banking or custody experience, strong organisational skills and meticulous documentation handling. The position is permanent, full-time, with hybrid working and 9:00-17:00 hours.

Qualifications

• 1-2 years of banking or custody experience.
• 5 GCSEs or O'Levels at grade C or above.
• Experience in client onboarding, transitions, or related banking operations.
• Strong organisational skills with excellent attention to detail.
• Ability to manage documentation and deadlines accurately.
• Strong communication skills to coordinate with clients and internal stakeholders.
• Ability to manage multiple priorities and escalate non-standard requirements.
• Japanese language skills would be advantageous.

Responsibilities

• Manage the transition and onboarding of new client accounts, ensuring required information and documentation is received on time
• Communicate with clients and relevant parties to confirm requirements, service levels and transition timelines
• Coordinate the review and completion of legal, fund, tax and internal documentation ahead of the live date
• Arrange account opening with sub-custodians and ensure required documentation and instructions are provided
• Set up client static data accurately within internal systems and obtain required approvals
• Collect KYC and AML onboarding documentation and coordinate internal sign-off before accounts go live
• Prepare service and operational documentation and coordinate operational briefings with relevant teams
• Monitor relevant market and regulatory developments and communicate changes affecting client operations

Skills

Organisational skills

Attention to detail

Communication

Documentation management

Stakeholder coordination

Escalation of non-standard

Japanese language

Education

GCSEs

Job description

Centre People Appointments is seeking a Transition Officer for a well-established international financial institution in London. You will coordinate onboarding, transition, amendment and closure of client accounts, working with clients, operations teams, sub-custodians and other stakeholders.

The role requires 1-2 years banking or custody experience, strong organisational skills and meticulous documentation handling. The position is permanent, full-time, with hybrid working and 9:00-17:00 hours.