Our client is looking for a Client Transition Manager to lead complex client migration projects within a financial services environment. This client-facing role will oversee the secure, accurate and timely transfer of client accounts, data and services between platforms, ensuring minimal disruption for clients and advisers.
Key responsibilities
- Lead end-to-end client migration projects from initial analysis through to completion
- Work with internal teams, advisers, ceding providers and third-party vendors to manage requirements, risks and timelines
- Oversee data migration, validation, testing and issue resolution, ensuring data integrity and regulatory compliance
- Provide clear project updates and manage stakeholder expectations throughout each migration
About you
- Client-facing experience within financial services
- Project management experience, ideally including platform migration or platform switch activity
- Strong understanding of the UK retail financial services market, adviser landscape and financial products
- Knowledge of data migration, validation and testing methodologies
- Excellent communication, organisation, problem-solving and stakeholder management skills
- Strong Microsoft Excel skills, including data analysis and manipulation
If you are an experienced financial services professional with strong project management skills and a focus on excellent client outcomes, we would welcome your application.