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Asset Management, Funds Onboarding, Vice President, London
senior · Asset Management
Posting Description
As a Senior Onboarding Specialist, you will manage the end-to-end implementation of Institutional and Strategic Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge, strong Client service skills and analytical acumen. If you are able to demonstrate leadership, identify areas of opportunity, design/implement new operating models and act as a role model providing guidance and support to a team, this may be the role for you.
Job Responsibilities
Project managing new account onboarding’s for Institutional and Strategic Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates and additionally manage lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.
Act as the point of contact with and for the Client during the end-to-end onboarding timeline. At the point of new business win, you will be introduced as the onboarding specialist lead and you will be responsible for end-to-end Client engagement, coordination and management until funding.
Leading internal stakeholder and external Client meetings to ensure events are effectively scoped, managed and delivered within agreed timeframes providing an excellent level of Client service.
Completing and maintaining event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents. Additionally, perform control checkpoints and authorization of Client mandates prior to launch.
Be a functional subject matter expert demonstrating a high degree of independent decision making, autonomy and execute sound judgement.
Collaborate effectively across internal teams to leverage expertise, products and service delivery. Lead on wider business support initiatives including New Business Initiatives (NBIA).
Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks.
Support the global client onboarding teams to develop best practice standards and consistency and Identify ways to improve processes/procedures to enhance the Client experience.
Required qualifications, capabilities, and skills
The ability to clearly and effectively communicate with clients, both verbally and in writing, is essential. This includes active listening, understanding client needs, and conveying information in a way that is easy to understand.
Building and maintaining positive relationships with clients is essential. This involves being empathetic, patient, and approachable.
The ability to quickly and effectively resolve client issues or concerns is important. This requires critical thinking and the ability to find creative solutions.
A deep understanding of the products or services offered by the company is necessary to provide accurate information and assistance to clients.
Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients. Excellent time management skills.
Collaborating with other team members to provide comprehensive client support.
A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment.
Trade flow knowledge from event inception, trade execution through to operational settlement. A strong understanding of Fund Accounting, Transfer Agency and Custody.
Project Management experience with the ability to manage initiatives concurrently end to end.
Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions.
Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation.
The ability to adapt to different client personalities and changing situations is important in a dynamic work environment.
Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively.
Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required.
Preferred qualifications, capabilities, and skills
Excellent time management skills.
Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx.
Asset Management or relevant Investment Banking, Wealth Management experience.