You are a strategic thinker passionate about driving solutions in Client Onboarding Management. You have found the right team.

As a Client Onboarding Management Professional within our Client Onboarding Management team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will project manage new account onboarding for institutional and strategic client mandates, overseeing lifecycle events such as mergers, liquidations, closures, in-species, and custody changes. Acting as the primary point of contact for clients throughout the onboarding process, you will lead internal and external meetings to ensure effective event delivery within agreed timeframes. You will complete and maintain event documentation, onboarding checklists, and project plans, while performing control checkpoints and authorizing client mandates prior to launch. Demonstrating subject matter expertise, you will exercise independent decision-making and collaborate across internal teams to leverage expertise and support new business initiatives. Regular communication with stakeholders will be essential, as you identify and mitigate risk and control issues. Additionally, you will support global onboarding teams to develop best practices and process improvements, identifying and implementing enhancements to improve the client experience

 

Job Responsibilities:

Project manage new account onboarding for institutional and strategic client mandates.Oversee lifecycle events such as mergers, liquidations, closures, in-species, and custody changes.Act as the primary point of contact for clients throughout the onboarding process.Lead internal and external meetings to ensure effective event delivery within agreed timeframes.Complete and maintain event documentation, onboarding checklists, and project plans.Perform control checkpoints and authorize client mandates prior to launch.Demonstrate subject matter expertise and exercise independent decision-making.Collaborate across internal teams to leverage expertise and support new business initiatives.Communicate regularly with stakeholders, identifying and mitigating risk and control issues.Support global onboarding teams to develop best practices and process improvements.Identify and implement enhancements to improve the client experience.

Required qualifications, capabilities and skills :

Communicate clearly and effectively with clientsBuild and maintain positive client relationships with empathy and approachability.Resolve client issues quickly using critical thinking and creative solutions.Demonstrate deep understanding of company products and services.Exhibit strong verbal, written, and interpersonal communication skills.Collaborate with team members for comprehensive client support.Possess solid financial product knowledge across asset classes.Understand trade flow, fund accounting, transfer agency, and custody.Manage multiple initiatives and client requests efficiently.Adapt to different client personalities and dynamic situations.Show strong MS Office and web-based technology skills.

Preferred qualifications, capabilities and skills:

Bring experience in Asset Management, Investment Banking, or Wealth Management.Identify and implement process improvements using digital tools such as Python, Tableau, or Alteryx.