Client Outreach Associate

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 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 Requirements

• 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.

If you are up to the challenge and would like to find out more, get in touch with us immediately, our internal recruitment team is always keen to hear from dynamic individuals that are looking to further their career and explore their full potential. 

“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”