- Collaborating internally with Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment, and Implementation Teams.
- Liaising directly with clients to understand their requirements and ensure they are met promptly.
- Managing client expectations alongside funding and transition timelines and acting as the main point of contact throughout their process.
- Establishing efficient servicing and operating processes with third-party representatives appointed by clients.
- Working closely with the Compliance department to meet all regulatory obligations, particularly related to Anti-Money Laundering (AML) processes for new clients.
- Providing regular, clear, and detailed updates to the business regarding the status of new and ongoing transition activities.
- Coordinating the operational setup of new Funds and support transitional activities for existing funds. Setting up client portfolios and maintain records on internal systems.
- Maintaining knowledge of the regulatory landscape and support the implementation of strategic and product initiatives
- At least 5+ years relevant experience in client onboarding/transitions or operational experience
- Excellent communication skills to deliver coherent and confident messaging
- Experience of setting up derivative trading on new portfolios will be useful.
- Confidence to question existing strategies, policies and procedures and get in involved with strategy discussions
- Problem solving and relationship management skills – you will need to be confident leading project calls and meetings with internal and external stakeholders
- Detail-oriented with excellent organizational abilities.
- Familiarity with regulatory compliance and AML processes.
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Client Onboarding Manager
2 weeks ago
MW recruitment London, United KingdomAn overseas banking institution wish to recruit a client onboarding manager to lead a team of 7 ensuring effective client onboarding, periodic review and quality control. · **Main Duties** · Lead and manage the client onboarding team: set and modify staff objectives and carry out ...
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HR Onboarding Manager
3 weeks ago
Robertson Bell London, United KingdomAre you an HR professional with recent experience in onboarding new employees in the team? Keen to make your mark in a key area of the organisation? Want to work for one of the UK's best-known charity? If yes, then I could have your next role · The key responsibilities of this ro ...
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Client Onboarding and Investment Management
2 weeks ago
LGBT Great Careers London, United KingdomLGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. · As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate ...
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Assistant Onboarding Manager
2 days ago
MPC Moving Picture Company London, United Kingdom Temps completDescription de l'entreprise · Septeo, éditeur de logiciels de référence en Europe, est un groupe qui grandit vite. Qui se transforme. En 10 ans, nous sommes devenus un des leaders européens de la tech, une référence dans l'édition de logiciels. Cette évolution, c'est le fruit d' ...
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UpperKey London, United Kingdom**Upperkey is a PropTech Fast Growing Startup** specialising in the management of Hotel-Apartments in the major European cities since 2010. We started by renting one of our own properties and upon seeing how lucrative the business was, we decided to assist property owners and inv ...
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UpperKey London, United Kingdom**Upperkey is a PropTech Fast Growing Startup** specialising in the management of Hotel-Apartments in the major European cities since 2010. We started by renting one of our own properties and upon seeing how lucrative the business was, we decided to assist property owners and inv ...
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UpperKey London, United Kingdom**Upperkey is a PropTech Fast Growing Startup** specialising in the management of Hotel-Apartments in the major European cities since 2010. We started by renting one of our own properties and upon seeing how lucrative the business was, we decided to assist property owners and inv ...
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UpperKey London, United Kingdom**Upperkey is a PropTech Fast Growing Startup** specialising in the management of Hotel-Apartments in the major European cities since 2010. We started by renting one of our own properties and upon seeing how lucrative the business was, we decided to assist property owners and inv ...
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Asset Management- Junior Emea Client Onboarding
2 weeks ago
JPMorgan Chase Bank, N.A. London, United Kingdom**Role Description** · - New account on-boarding's for JPMorgan Funds and Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates. · - Lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes. · - Acc ...
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Ifa Onboarding Manager
3 weeks ago
Specialist Financial Recruitment Limited City of London, United KingdomA fast-growing, FinTech company is looking for a talented and enthusiastic individual to join their busy London team as an IFA Onboarding Manager. Due to expansion, you will be following up new business enquiries from the sales team to ensure maximum conversion. · This is the per ...
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Onboarding Manager
1 week ago
VivaCity London, United Kingdom £30,000 - £35,000We're looking for an Onboarding Manager to join our growing Customer Operations Team. Salary: £30,000-£35,000. Reporting to Lucie Palkoskova, Head of Customer Success and Onboarding. Location: London with work from home and flexible options, 1-3 days per week in the office. · We ...
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eFinancialCareers London, United Kingdom**Main Duties and Responsibilities** · - Manage and co-ordinate the client On-Boarding, off-boarding and transitional activity of The Firm's pooled funds, Segregated mandates and CLOS · - Lead co-ordination of all stakeholders, internal & external through the clients on boarding ...
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Onboarding Manager
3 weeks ago
ZEN London, United Kingdomis a financial institution on a journey of change, promoting Zen philosophy in the world of finance where values such as simplicity, effortless, and harmony should be the first thoughts that come to the minds of our customers. · Instead of establishing business relationships we p ...
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Onboarding Manager
3 days ago
Compass Education London, United Kingdom Full timeAt Compass, our people are united by a common purpose to make the school day more productive, more impactful and more enjoyable. We're a global provider of School Management Information Systems (MIS) and already support over 2,000 schools across Australia, Ireland and the UK. · W ...
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Onboarding Manager
1 day ago
Compass Education London, United Kingdom Full timeAt Compass, our people are united by a common purpose to make the school day more productive, more impactful and more enjoyable. We're a global provider of School Management Information Systems (MIS) and already support over 2,000 schools across Australia, Ireland and the UK. · W ...
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Client Onboarding Manager
1 week ago
Mayford James London, United KingdomJob Description US Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. · The role is very diverse co ...
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Customer Onboarding Manager
1 week ago
Qargo TMS england, United KingdomQargo is a tech start-up with teams based out of London and Ghent. We're on a mission to transform the logistics industry by making it more efficient, profitable, and sustainable. We are building the most user-friendly and intuitive Transport Management System (TMS) on the market ...
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Client Onboarding Manager
1 week ago
Leverton Search london, United KingdomJob DescriptionAre you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding ...
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Client Onboarding Manager
1 week ago
Mayford James London, United KingdomUS Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. · The role is very diverse covering the end t ...
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Partner Onboarding Manager
1 week ago
Hedron Network London, United KingdomPartner Onboarding Manager · Location: Milton Keynes / Leeds (Hybrid / Remote) · Package: £Negotiable + Car Allowance · Travel: 25-50% · We're looking for a strategic and inquiring insurance professional to assist with onboarding new partner brokers to the Hedron Network. Onboard ...
Client Onboarding Manager - london, United Kingdom - Leverton Search
Description
Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.
Responsibilities include:
Qualifications:
Due to the number of applications, we regret we will only be able to contact successful applicants.
At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know
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