Client Outreach Associate (h/f)
Posted Today by emagine
Negotiable
Inside
Hybrid
London, UK
Summary: The Associate - Client Lifecycle Management role at emagine involves managing client outreach initiatives within the Investment Banking division, focusing on regulatory compliance and enhancing client experiences. The position requires effective communication and project management skills to ensure smooth transitions and adherence to regulatory changes. The role is hybrid, requiring three days in the office, and offers a competitive PAYE salary. The ideal candidate will have a strong understanding of regulatory requirements and experience in client outreach within complex organizations.
Key Responsibilities:
- Forward planning of assigned client outreach initiatives.
- Define future schedules for outreach events across parallel campaigns.
- Draft and review client communications ensuring clarity and regulatory compliance.
- Execute client outreach and transition initiatives following the strategic roadmap.
- Act as the point of contact for clients on regulatory queries.
- Educate and advise internal stakeholders on client outreach considerations.
- Create Management Information (MI) status reports across business lines.
- Identify and implement improvements to enhance outreach processes.
- Support regulatory remediation efforts with a focus on client experience.
- Coordinate new regulatory requirements into the onboarding process.
Key Skills:
- Exceptional communication skills.
- Understanding of regulatory compliance requirements.
- Experience in UK, European, and US regulations like MIFID and EMIR.
- Strong project management skills.
- Track record of client outreach initiatives in complex organizations.
- Microsoft Office proficiency, especially advanced Excel skills.
- Degree in business, finance, or math.
- Other qualifications such as MBA or CFA.
- Language skills in Japanese, French, Italian, or German - not essential.
- Experience with CRM platforms like Salesforce.
- Knowledge of corporate banking products and capital markets.
Salary (Rate): £450 PAYE
City: London
Country: UK
Working Arrangements: hybrid
IR35 Status: inside IR35
Seniority Level: undetermined
Industry: Other
Associate - Client Lifecyle Management
London- Hybrid 3 days
£450 PAYE
emagine is a high-end professional services consultancy and solutions firm Specialising in providing business and technology services to the financial services sector, we power progress, solve challenges and deliver real results through tailored high-end consulting services and solutions.
We have created a culture of openness and integrity by building genuine and strong relationships and partnerships, enabling us to be uncompromising in our dedication in delivering the optimal service for our clients. Our commitment is not just towards our clients but we aim to foster a positive and equitable working environment with our consultants and colleagues which stems from our core values: Confident, Dedicated, Responsible, Genuine.
The Client Outreach Associate plays a crucial role within the Client Lifecycle Management (CLM) group of the Investment Banking division. This position is essential for managing client outreach initiatives, particularly in the context of regulatory compliance and internal changes, ensuring a clear and positive client experience throughout transitions.
This role focuses on managing client engagement through the tracking and analysis of data, ensuring all client relationships are clear on ongoing regulatory changes and internal modifications to ensure a smooth and efficient client experience.
Main ResponsibilitiesForward planning of assigned client outreach initiatives.
Define future schedules for outreach events across parallel campaigns.
Draft and review client communications ensuring clarity and regulatory compliance.
Execute client outreach and transition initiatives following the strategic roadmap.
Act as the point of contact for clients on regulatory queries.
Educate and advise internal stakeholders on client outreach considerations.
Create Management Information (MI) status reports across business lines.
Identify and implement improvements to enhance outreach processes.
Support regulatory remediation efforts with a focus on client experience.
Coordinate new regulatory requirements into the onboarding process.
Exceptional communication skills.
Understanding of regulatory compliance requirements.
Experience in UK, European, and US regulations like MIFID and EMIR.
Strong project management skills.
Track record of client outreach initiatives in complex organizations.
Microsoft Office proficiency, especially advanced Excel skills.
Degree in business, finance, or math.
Other qualifications such as MBA or CFA.
Language skills in Japanese, French, Italian, or German. - not essential
Experience with CRM platforms like Salesforce.
Knowledge of corporate banking products and capital markets.
emagine is an equal opportunity employer, and employment practices are based strictly on merit. It is the policy of the Company to give equal opportunity in employment regardless of sex, sexual orientation, marital status, race, age, disability, gender reassignment, pregnancy and maternity, religion or ethnic origin