Client Life-Cycle Specialist

Client Life-Cycle SpecialistPermanentHybrid/LondonSalary Circa £50,000 - £55,000Sterling Williams are working alongside a fantastic Wealth Management firm based in the West End of London, they are seeking a Client Life-Cycle Specialist to join the team on a permanent basis.Job Responsibilities Assist the business and senior members of the Client Life-Cycle Team to provide oversight and control at all stages of the client onboarding journey, facing off with all areas of the business internally and, importantly, with clients directly to guide them through their on-boarding journey. Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients. Maintain control of the client static data, to ensure its accuracy at both on-boarding and throughout the client relationship. Additionally, consider the knock-on effects of data changes within the systems from a data-hygiene and regulatory perspective. Identifying and specifying improvements to these work areas - both procedural and IT based - and then working with project resources to implement these. Work / manage projects as and when required within areas that touch upon our responsibilities. This will most likely be to cleanse data and to improve processes.Background/experience and competencies required Basic understanding, and a desire to grow knowledge, in all areas of client take on for Private Clients, Private Client structures (SIPPs, Trusts, PICs etc), and Charities. Appreciation ..... full job details .....