Client Services Representative

BWD Search & Selection
Liverpool, Merseyside
15 Jun 2017
15 Jul 2017
Contract Type
Full Time
My client, a leading Financial Services organisation, are currently seeking an experienced Client Services professional to join an existing team working predominantly on client transitions and client onboarding.

The role will execute the operational and system configuration activities related to client transitions to/from organization products and services (onboarding, off-boarding, deconversions, service expansion/contraction.) 


  • Responsible for the daily workflow of client transition operations, system configuration/oversight and data analysis, monitoring each component of the transition including data requirements, regulatory and compliance requirements, opening/servicing agreements, data transfer, coordination with third-parties, etc.
  • Conduct pre-transition testing and quality review of products/solutions; advises client on corrective actions.
  • Ensure client has submitted/provided all required documentation and files; provides quality review of submissions. Coordinate with business or data analysts for large-scale data file and business requirement review.
  • Work closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.
  • At transition completion, briefs the client services and/or account management team on operational activities relevant for ongoing, long-term support. May prepare and conduct client training.
  • Contributes to the achievement of team objectives


  • Experience of client services within a Financial Services organisation
  • Knowledge of front-office systems would be advantageous
  • Excellent communication skills
  • Flexibility to adapt to meet clients’ needs

Please apply online or call Jon Garrod on