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- Tasks: Be the go-to person for clients during their onboarding journey, ensuring a smooth start.
- Company: Join a dynamic asset management firm focused on client satisfaction and regulatory compliance.
- Benefits: Enjoy flexible working options, professional development opportunities, and a collaborative team culture.
- Why this job: Make a real impact by enhancing client experiences and streamlining processes in a supportive environment.
- Qualifications: Experience in asset management and client onboarding is essential; knowledge of compliance standards is a plus.
- Other info: This role offers a chance to grow your skills while working with multiple teams.
The predicted salary is between 36000 - 60000 £ per year.
Client Relationship Management: Act as a key point of contact for clients and the sales organization throughout the onboarding process, from initial engagement to the first investment. Proactively address client inquiries regarding fund details, account structures, and regulatory requirements, ensuring clarity and confidence.
Onboarding Orchestration: Manage the end-to-end onboarding process for new investors, ensuring a smooth and efficient experience. This includes coordinating communication and workflow across multiple internal teams (Compliance, Legal, AML) to meet client expectations and deadlines.
Process Management & Control: Maintain rigorous internal controls and quality checks to ensure accuracy and compliance with regulatory requirements. Provide timely updates to clients and internal stakeholders on the status of their accounts.
Coordination with AML/KYC Compliance: Collaborate closely with the dedicated AML/KYC team to ensure thorough due diligence is conducted on all new clients, adhering to all relevant regulations and internal policies in a timely manner.
Continuous Improvement: Identify opportunities to streamline and enhance onboarding processes, leveraging data analysis and problem-solving skills to recommend and implement solutions. Actively participate in projects to improve efficiency and client satisfaction.
Communication & Collaboration: Communicate effectively with all levels of the organization, both verbally and in writing, to convey complex information clearly and concisely. Foster a collaborative team environment, sharing knowledge and supporting colleagues.
Ownership & Accountability: Take ownership of assigned projects and tasks, demonstrating a proactive and results-oriented approach. Manage competing priorities effectively, ensuring deadlines are met and client expectations are exceeded.
Must-Haves:
- Experience working within Asset Management.
- Experience working in a client service/client onboarding role managing the full end-to-end cycle.
- Knowledge of offshore mutual fund transfer agent operations, processing, and compliance standards focused on the distribution side.
Client Onboarding Specialist employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Specialist
✨Tip Number 1
Familiarise yourself with the asset management industry, especially focusing on client onboarding processes. Understanding the nuances of fund details and account structures will help you engage confidently with clients during the onboarding process.
✨Tip Number 2
Develop strong communication skills, both verbal and written. As a Client Onboarding Specialist, you'll need to convey complex information clearly to clients and internal teams, so practice articulating your thoughts succinctly.
✨Tip Number 3
Network with professionals in the asset management field, particularly those involved in client service roles. Building relationships can provide insights into best practices and may even lead to referrals for job opportunities.
✨Tip Number 4
Stay updated on regulatory requirements related to AML/KYC compliance. Being knowledgeable about these regulations will not only enhance your credibility but also demonstrate your commitment to maintaining high standards in client onboarding.
We think you need these skills to ace Client Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding and asset management. Use specific examples that demonstrate your ability to manage the end-to-end onboarding process and address client inquiries effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Emphasise your experience with compliance, communication skills, and your proactive approach to problem-solving. Make it personal and engaging.
Highlight Relevant Skills: In your application, clearly outline your skills related to client relationship management, regulatory compliance, and process improvement. Use bullet points for clarity and ensure they align with the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the Client Onboarding Specialist role.
How to prepare for a job interview at JR United Kingdom
✨Know Your Client Onboarding Process
Familiarise yourself with the entire client onboarding process, especially in asset management. Be prepared to discuss how you would manage the end-to-end onboarding experience and ensure a smooth transition for new clients.
✨Demonstrate Communication Skills
Since effective communication is key in this role, practice articulating complex information clearly. Prepare examples of how you've successfully communicated with clients and internal teams in previous roles.
✨Showcase Problem-Solving Abilities
Think of instances where you've identified inefficiencies in processes and proposed solutions. Highlight your analytical skills and how they can contribute to continuous improvement in the onboarding process.
✨Understand Compliance Requirements
Brush up on AML/KYC regulations and compliance standards relevant to the role. Be ready to discuss how you would collaborate with compliance teams to ensure thorough due diligence on new clients.
