Client Lifecycle Management Specialist
Location: London
About
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Role Overview
The role is based within the Operational Functions department in the Client Lifecycle Management team and has responsibilities including client on-boarding, periodic reviews and account closures.
Key Responsibilities:
• Management and approval of all client documentation, processes and setup for new clients in applicable systems in accordance with business policies and timeframes.
• Ensuring anti-money laundering regulations are followed throughout the onboarding process. This includes ensuring all documentation complies with FCA ruling on anti-money laundering documents and working effectively with the UK Head of Lifecycle Management to ensure any issues are resolved.
• Management of Suitability profiling using the online system and liaising with the Client Relationship Manager regarding outcomes
• Liaising with all stakeholders involved with client set up, including the Client Management team, Investment team, Risk & Compliance and Operations teams
• Facilitating the periodic reviews of clients and working with client management teams to resolve any recommended actions.
• Monitoring and reviewing all documentation for existing clients, ensuring changes to their portfolios are made and documented in a timely and accurate manner
• Provision of management information in relation to the lifecycle processes undertaken to management and external parties
• Maintenance of client lifecycle data in applicable systems
• Supporting projects related to client lifecycle activities where applicable
Qualifications and Experience
• Degree level or equivalent
• Financial services experience essential
• 5-8 years in relevant experience in a lifecycle management role for varied client types such as Trust, Individual, Corporates and Charities
• Good knowledge of regulatory frameworks and business practices
• Microsoft Office Suite (including Word, Excel and PowerPoint)
• Touchstone Dynamics 365 Business Central system experience desirable
Competencies and Skills
• Highly organised with an ability to plan and prioritise work within a fast-paced environment involving multiple projects
• Excellent communication skills (written and verbal)
• Strong attention to detail
• Ability to work under pressure and to tight deadlines
• Self-motivated to achieve goals to improve own and company performance
• Pro-active with the ability to take initiative and work independently
• Discreet, loyal, confidential & trustworthy
• Ability to adapt easily to change
• Team oriented with flexible approach
• Positive and enthusiastic attitude
• Willing to work additional hours as required
Skills Required
- Degree-level education or equivalent
- Financial services experience
- 5–8 years of relevant client lifecycle management experience
- Experience supporting varied client types, including trusts, individuals, corporates, and charities
- Good knowledge of regulatory frameworks and business practices
- Microsoft Office Suite proficiency, including Word, Excel, and PowerPoint
- Touchstone Dynamics 365 Business Central experience
What We Do
Stonehage Fleming is an independently owned global multi-family office advising leading families and wealth creators. It manages and protects wealth across geographies and generations, providing integrated family-office services including investment management, fiduciary oversight, administration, trust and company services, and related advisory support. Created through the merger of Stonehage and Fleming Family & Partners, the firm operates across 20 offices in 14 geographies worldwide.
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