Transition Officer

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

A well-established international financial institution is seeking a Transition Officer to join its Transition Department.

The Transition Officer will be responsible for coordinating the onboarding, transition, amendment and closure of client accounts, working closely with clients, internal operations teams, sub-custodians, and other relevant stakeholders.

The ideal candidate should have 1-2 years of banking or custody experience, with strong organisational skills and the ability to manage documentation and multiple stakeholders accurately and efficiently.

(Ref: AJ47650 - Please include this when making any enquiries.)

Main 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

Ideal Candidate

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

Conditions

Location: London

Salary: up to £40,000 per annum level (depending on experience)

Job Type: permanent, full-time

Working Style: hybrid (within each 4-week period, employees are allowed to work no more than 8 days from home)

Working Hours: 9:00-17:00 from Monday to Friday

* All applicants for the Transition Officer must have the right to work in the country as the Company is NOT able to offer visa support.

We regret that we cannot accept applications from Working Holiday, Graduate or Student visa holders.

If your application is successful, you will be contacted within two business days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs.