Client Onboarding Specialist - London, United Kingdom - Columbia Threadneedle Investments

Columbia Threadneedle Investments

Verified Company

London, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

In this role you will manage and coordinate the onboarding, offboarding, client custodian/administrator changes and major mandate re-organisations for EMEA & APAC Institutional clients supported by Client Change and Client Services Ops.

Working with teams at the client, internally and at external service providers ensuring the accurate execution of such events in a timely fashion.

With the support of other teams, you will ensure that regulatory guidelines with regards to these events are adhered to.

How you'll spend your time.

Attend pipeline meetings with Client Change, Client Services Ops and Client Management teams to understand the upcoming client activity and provide updates on inflight activities
Work with Client Management and the client to get a full understanding of the client's requirements
Planning and management of Client Onboarding events, including coordinating multiple stakeholders, producing transition timelines and leading issue resolution or escalation where required
Identify and coordinate all internal stakeholders and external suppliers involved in each event
Provide clear and concise communication throughout the lifecycle of events ensuring roles and responsibilities are understood and holding stakeholders to account for timely delivery
Provide regular updates to the participants in each event on the status of transition events
Build relationships around the organisation e.g. Client Management, Client Change, Global Fund Services, Legal, Investment Ops, Data Management, GOIS Operations and Investment Desks to facilitate the smooth execution of client events
Identify, agree and implement improvements to the Onboarding/change processes whilst, ensuring existing procedures and checklists are adhered to and completed
Work with Client Services Ops team to ensure a clean handover of clients within the team

To be successful in this role you will have.

Experience in Asset Management industry
Good understanding of Asset Management Operations
Experience of managing client onboarding, offboarding and change events
Project management experience/qualification an advantage
Excellent attention to detail and administrative organisation
Experience of dealing with external service providers
Excellent communication, presentation and negotiation skills

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together.

Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets.

Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities.

We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Full-Time/Part-Time
Full time

Worker Sub Type
Permanent

Job Family Group
Business Support & Operations