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About the Role
The Client Lifecycle Management Specialist role is within the Operational Functions department, focusing on client onboarding, periodic reviews, and account closures.
Responsibilities
- Manage and approve all client documentation, processes, and setup for new clients in applicable systems according to business policies and timeframes.
- Ensure anti-money laundering regulations are followed throughout the onboarding process, including compliance with FCA rulings on anti-money laundering documents.
- Resolve issues with the UK Head of Lifecycle Management.
- Manage Suitability profiling using the online system and liaise with the Client Relationship Manager regarding outcomes.
- Liaise with all stakeholders involved with client setup, including the Client Management, Investment, Risk & Compliance, and Operations teams.
- Facilitate periodic client reviews and work with client management teams to resolve recommended actions.
- Monitor and review all documentation for existing clients, ensuring changes to their portfolios are made and documented accurately and timely.
- Provide management information related to lifecycle processes to management and external parties.
- Maintain client lifecycle data in applicable systems.
- Support projects related to client lifecycle activities.
Requirements
- Financial services experience essential.
- 5-8 years of relevant experience in a lifecycle management role for varied client types (Trust, Individual, Corporates, Charities).
- Good knowledge of regulatory frameworks and business practices.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Touchstone Dynamics 365 Business Central system experience desirable.
Skills
- Highly organized with the ability to plan and prioritize work in a fast-paced environment with multiple projects.
- Excellent communication skills (written and verbal).
- Strong attention to detail.
- Ability to work under pressure and meet tight deadlines.
- Self-motivated to achieve goals and improve performance.
- Pro-active with the ability to take initiative and work independently.
- Discreet, loyal, confidential, and trustworthy.
- Ability to adapt easily to change.
- Team-oriented with a flexible approach.
- Positive and enthusiastic attitude.
- Willingness to work additional hours as required.
Location
- London
Experience Level
- 5-8 years
Education Level
- Degree level or equivalent
About the Company
- Corient is the world’s largest multi-family office and non-bank wealth manager serving ultra-high- and high-net-worth clients.
- As the industry’s only global professional services partnership, Corient combines personal service and objectivity with global scale and resources.
- The partnership model fosters collaboration, bringing collective expertise to each relationship for a transparent, client-first experience.
- As a fully integrated global firm, Corient delivers comprehensive solutions across investment management, wealth strategy, and family office services.