Wealth Management: Senior Client Lifecycle Lead

Meraki Talent; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

Meraki Talent is looking for a Senior Client Lifecycle Specialist in Greater London to oversee complex client onboarding activities. You will ensure compliance with regulations while maintaining data integrity across diverse client types including private clients and charities.

Your role involves improving processes, managing client data, and acting as a subject matter expert in a dynamic Wealth Management environment. The firm seeks an experienced professional who thrives in operational excellence initiatives.

Qualifications

• Minimum 5 years' experience within Wealth Management or related financial services.
• Strong background in client onboarding and data operations.
• Excellent knowledge of AML/KYC requirements.

Responsibilities

• Oversee and coordinate the end-to-end onboarding process for client types.
• Manage client static data across core systems for compliance.
• Act as a subject matter expert for client onboarding and lifecycle management.

Skills

Client onboarding

Client lifecycle management

Regulatory compliance

Analytical skills

Communication skills

Problem-solving

Job description

Meraki Talent is looking for a Senior Client Lifecycle Specialist in Greater London to oversee complex client onboarding activities. You will ensure compliance with regulations while maintaining data integrity across diverse client types including private clients and charities.

Your role involves improving processes, managing client data, and acting as a subject matter expert in a dynamic Wealth Management environment. The firm seeks an experienced professional who thrives in operational excellence initiatives.