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- Tasks: Manage the entire onboarding process for clients and funds, ensuring smooth communication.
- Company: Join a dynamic investment management firm focused on client success and innovation.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Be part of a transformative team that values collaboration and process improvement.
- Qualifications: Strong client-focused background with experience in onboarding and project management required.
- Other info: Ideal for proactive individuals eager to drive efficiencies and enhance client experiences.
The predicted salary is between 43200 - 72000 £ per year.
The 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 stakeholders 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 an investment manager with experience of onboarding segregated accounts. 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.
Client Onboarding Manager employer: Mayford James
Contact Detail:
Mayford James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Manager
✨Tip Number 1
Familiarise yourself with the client onboarding process specific to investment management. Understanding the nuances of how segregated accounts are onboarded will give you an edge in discussions and interviews.
✨Tip Number 2
Network with professionals in the industry, especially those who have experience in client onboarding roles. Engaging in conversations can provide insights into best practices and may even lead to referrals.
✨Tip Number 3
Showcase your project management skills by discussing any relevant experiences where you successfully coordinated complex processes. Be prepared to share specific examples that highlight your ability to manage multiple stakeholders.
✨Tip Number 4
Demonstrate your proactive mindset by thinking of potential improvements to existing onboarding processes. Being able to suggest innovative ideas during your interactions can set you apart from other candidates.
We think you need these skills to ace Client Onboarding Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client onboarding and project management. Use specific examples that demonstrate your skills in liaising with clients and stakeholders, as well as your ability to manage complex processes.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role of Client Onboarding Manager. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience with investment managers and process improvements.
Showcase Communication Skills: Since exceptional communication skills are crucial for this role, consider including a brief example in your application that illustrates how you've effectively communicated with clients or managed stakeholder expectations in the past.
Highlight Process Improvement Experience: Emphasise any previous experience you have with process mapping and driving efficiencies. Mention specific projects where you contributed to transformational change initiatives, as this will resonate well with the company's focus on continuous improvement.
How to prepare for a job interview at Mayford James
✨Understand the Onboarding Process
Make sure you have a solid grasp of the client onboarding process, especially in the context of investment management. Be prepared to discuss your previous experiences and how they relate to managing the end-to-end onboarding for clients and funds.
✨Showcase Your Project Management Skills
Since the role involves project management, highlight your experience in coordinating complex projects. Be ready to provide examples of how you've successfully managed timelines, resources, and stakeholder expectations in past roles.
✨Demonstrate Communication Proficiency
Exceptional communication skills are crucial for this position. Prepare to discuss how you've effectively liaised with clients, custodians, and other stakeholders. Consider sharing specific instances where your communication made a significant impact on a project's success.
✨Emphasise Process Improvement Experience
The role requires a proactive approach to process improvements. Be ready to talk about any initiatives you've led or participated in that enhanced efficiency or service delivery. Discuss your familiarity with process mapping and how it has helped in your previous roles.
