Client Migration Administrator

Job type:
Start date:
12 months
Eurobase People
Published at:
flag_no United Kingdom
Project ID:

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Client Migration Administrator

One of the largest investment banking companies worldwide are currently seeking a Client Migration Administrator, to work on a 12 month initial contract with the possibility of extension.

The business are looking for a Client Migration Administrator to assist the Relationship Managers in providing new and existing clients with a smooth and professional experience during their business change such as, when transitioning new business into the company, other such conversions, additional business, fund launches and exits.

Other duties will include:

  • Managing Collateral Schedules
  • Producing ad-hoc client revenue reports for RM's
  • Production & Distribution of monthly client reports
  • Involving review of docs to ascertain correct counterparty details, scanning and emailing of correspondence to Bru Support
  • Documentation - Indexing & Storage
  • CASS reporting support

To be considered for this role you will need:

  • Strong relationship management or client services experience skills
  • Expert Excel and reporting skills
  • Understanding of investment market would be preferable
  • Understanding of Collateral scheduling

If interested in the role of Client Migration Administrator please submit your details immediately, so I can contact you with more information