Client Onboarding Manager

Role Overview

The Client Onboarding Manager will lead the client onboarding process, ensuring seamless transition from Sales to BAU, and act as a first point of contact for client issues. They will coordinate client adoptions, account openings, and project planning, and manage internal functions to onboard new clients.

What You Will Do

The successful candidate will work on their own initiative to successfully onboard new fund launches and conversions, and ensure a positive onboarding experience for clients. They will provide regular status updates to new clients and internal parties, and hold weekly project calls with stakeholders.

Why It Might Be a Fit

The ideal candidate will have a good knowledge of the funds industry, experience of different fund structures, domiciles, and regulatory requirements. They will be highly motivated, a self-starter, and able to work semi-supervised in a fast-paced dynamic business.

Requirements

• Bachelor's or Master's degree qualification or equivalent
• Minimum 3-5 years of experience within the investment funds industry
• Good knowledge of the funds industry, experience of different fund structures, domiciles, and regulatory requirements
• Project management skills
• Comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements
• Knowledge of Client KYC and Legal contract management is an advantage
• Client facing experience is a must

Benefits

• Permanent employment
• Opportunity to work with a top-tier financial services provider
• Client-facing experience
• High level of interaction with all functional areas within the Fund administration