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 covering the end to end onboarding process from coordinating the contract negotiations, investment guidelines and leading a solution to ensure the client service deliverables are met. 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 process is managed through a disciplined approach. Liaising with both the client, their custodians and outsourced functions.
- Be the point of contact for new and existing EMEA institutional clients for operational, legal, general onboarding and service queries
- Manage the launch of new funds, participate in the ongoing service management of Product/Fund Launches and the facilitation of new share classes, inspecie transfers and switches
- Proactively engage in process improvements to drive efficiencies and services as well as participate in larger transformational change initiatives (including workflow mapping etc)
To be considered for this role you must have a strong background in a client focused position and have extensive experience in the client onboarding process from either an Investment Management or Custody background. You will have demonstrable experience in projects, process improvement and process mapping. You will have exceptional communication skills as well as be proactive, collaborative and focused mindset.