About the Role

Working within a dedicated migration team, you will support the transition of client accounts and data onto new investment and client relationship management platforms. The role focuses on ensuring client information and supporting documentation are accurate, complete, and compliant prior to migration.

• You will collaborate closely with client service teams, advisers, and internal stakeholders to resolve documentation requirements, investigate data discrepancies, and maintain the highest standards of data integrity throughout the migration process.

About the Role

Working within a dedicated migration team, you will support the transition of client accounts and data onto new investment and client relationship management platforms. The role focuses on ensuring client information and supporting documentation are accurate, complete, and compliant prior to migration.

• You will collaborate closely with client service teams, advisers, and internal stakeholders to resolve documentation requirements, investigate data discrepancies, and maintain the highest standards of data integrity throughout the migration process.