- Proactively lead the full end-to-end implementation of company products and funds, as well as institutional client activity such as launches, closures, restructures, fund changes, in-species, mergers, and share classes, as well as seeding and deseeding plans where required.
- Perform and oversee operational set-up, providing accurate instructions both internally and externally.
- Manage multiple events simultaneously, including non-standard complex events, while ensuring accurate and timely completion.
- Construct, document, and oversee accurate end-to-end event runbooks and transition plans as required.
- Apply strong ownership, communication skills, and risk management.
- Manage and maintain LEI (Legal Entity Identifier) requests and renewals.
- Carry out several different Identifier and tax reporting requests pertinent to the set-up of new funds, share classes, and field ad hoc vendor queries.
- Oversee a variety of invoice and billing management tasks with the finance team.
- Maintain procedural documents and checklists as required.
- Apply strong communication skills, a high level of attention to detail, risk management awareness, and escalate issues where appropriate.
- Carry out other duties as required and assigned.
- Detailed experience in either transition/onboarding/client service role
- Excellent organizational skills
- Attention to detail, risk and controls
- Very strong communicator
- Innovative and problem solving
- Project manager skills
- Operational experience
- Client servicing experience
- Knowledge of fund types (ie hedge funds, OEICs, SICAVs)
- Proactive and be driven to see things through to completion
- Very hard working
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Client Onboarding Manager
2 days 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
1 week 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
5 days 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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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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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
1 week 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
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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Client Onboarding Manager
4 hours ago
Mayford James London, United KingdomJob DescriptionUS 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 cov ...
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Client Onboarding Manager
4 hours ago
Mayford James Greater 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 ...
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Client Onboarding Manager
4 hours 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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Customer Onboarding Manager
4 hours 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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Partner Onboarding Manager
4 hours ago
Hedron Network England, 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. O ...
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Client Onboarding Manager
5 days ago
Mayford James London, United Kingdom Full timeThe role is very diverse covering the end to end onboarding process. · Responsibilities include: · Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring these are understood by key stakeholder and ensure the proces ...
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Client Onboarding Manager
4 hours 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. · Considering applying for this job Do not de ...
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Client Onboarding Manager
2 weeks ago
Legal & General London, United KingdomThe world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to th ...
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Customer Onboarding Manager
1 week ago
Gearset Limited United KingdomIt's an exciting time to join Gearset In the last few years we've rocketed from a 7 person start-up to nearly 250 people, and we're only just getting started · Many companies pay lip-service to "Customer Success". At Gearset, we're looking for experienced Customer Onboarding Man ...
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Onboarding Project Manager
1 week ago
Optimove United KingdomAs a Client Onboarding Project Manager in Optimove you will be responsible for onboarding implementation projects by working directly with clients; communicating the project status, timelines, and technical requirements, and working with internal teams to drive project deliverabl ...
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Client Onboarding Manager
3 days ago
Morgan McKinley London, United KingdomTogether work alongside the existing Compliance Manager, assist in the next phase of the firms compliance journey – taking it from FCA authorisation to commencement of trading. The initial focus would be on screening and onboarding of new and existing clients. In due course, the ...
Transitions & Client Onboarding Manager - London, United Kingdom - Ramsey Portia
Description
Job Description
A leading fund manager are seeking a Client Onboarding/Transitions Manager to join their Operations department.
Duties & Responsibilities:
The role requires:
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