Client Journey Excellence Specialist

Support design and maintenance of end-to-end client journey frameworks and journey maps focusing on priority client types and key interaction points.

Drive identification, prioritization, and execution of client journey improvement initiatives coordinating across Client Management, Sales, and Operations teams.

Develop KPIs, dashboards, and reporting to measure client engagement and improvement impact; support embedding metrics and automation solutions including AI tools into client experience processes.

5 to 7 years experience in asset management, wealth management, financial services consulting, or client-facing operations with exposure to EMEA distribution or client management.

Working understanding of the end-to-end client lifecycle, including onboarding and ongoing client management.

Proficiency with data analysis, MI, workflow tools, and CRM platforms such as Salesforce.

Work Experience Required: 5 to 7 years relevant experience.

Experienced in financial services client journey or transformation roles, preferably with consulting or client experience function background.

Strong analytical, problem-solving, and stakeholder management skills with ability to deliver executive-ready materials and influence senior leadership.

Comfortable working in matrixed, ambiguous environments across multiple time zones with client-centric collaboration focus.