Description
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