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- Tasks: Lead client onboarding and transitions, ensuring smooth operations across teams.
- Company: Join a dynamic investment operations team in Edinburgh, focused on client success.
- Benefits: Enjoy hybrid working with 3 days in the office and 2 days at home.
- Why this job: Be part of a key role that enhances client experiences and operational efficiency.
- Qualifications: Experience in client onboarding or investment operations is essential; strong organisational skills required.
- Other info: This is a 12-month fixed-term contract with potential for future opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Eden Scott's client is seeking a detail-oriented and proactive Client Onboarding & Transitions Specialist to join their Edinburgh-based team on a 12-month fixed-term contract. This is a key role within their investment operations team, acting as the main point of contact for client onboarding and transition activity across our investment products and services, including both mandate and pooled fund clients.
Hybrid working 3 days in the office and 2 days at home.
Key Responsibilities:- Serve as the lead coordinator for operational onboarding and transition management for new and existing clients, ensuring smooth execution in collaboration with investment, operations, legal, compliance, and distribution teams.
- Manage all aspects of client transitions, including onboarding, changes, and terminations, in line with internal policies and regulatory requirements.
- Oversee and manage the end-to-end process for investment management agreements (IMAs), distribution agreements, platform agreements, rebate agreements, and terms of business.
- Conduct client due diligence, including KYC, documentation verification, and risk assessment.
- Maintain accurate records of onboarding and transition processes, ensuring all documentation and process checklists are regularly reviewed and updated.
- Organise and coordinate regular change forums with stakeholders across the EMEA region.
- Take initiative to identify process improvements and support the enhancement of operational efficiency.
- Monitor regulatory developments and ensure internal practices remain compliant and up to date.
- Manage comfort letter requests and associated client-side documentation in accordance with firm-wide processes.
- Experience in client onboarding, transitions, or investment operations within financial services is essential.
- Strong understanding of investment management products, operational processes, and regulatory compliance requirements.
- Excellent organisational and stakeholder management skills, with a keen eye for detail.
- Strong communication skills and the ability to coordinate across multiple business functions.
- Proficiency with workflow and process management tools.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding & Transitions Specialist - 12-Month Contra
✨Tip Number 1
Familiarise yourself with the specific investment management products and services mentioned in the job description. Understanding these will help you speak confidently about how your experience aligns with the role during any discussions.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those involved in client onboarding and transitions. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with regulatory compliance and operational processes in detail. Be ready to share examples of how you've successfully managed similar tasks in previous roles.
✨Tip Number 4
Showcase your organisational skills by preparing a list of process improvements you've implemented in past positions. This demonstrates your proactive approach and ability to enhance operational efficiency, which is crucial for this role.
We think you need these skills to ace Client Onboarding & Transitions Specialist - 12-Month Contra
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and required skills for the Client Onboarding & Transitions Specialist position. Tailor your application to highlight relevant experiences that align with these requirements.
Craft a Tailored CV: Ensure your CV is updated and specifically tailored to this role. Emphasise your experience in client onboarding, transitions, or investment operations, and include any relevant achievements that demonstrate your organisational and stakeholder management skills.
Write a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, and mention any specific experiences that showcase your attention to detail and proactive approach.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Eden Scott
✨Showcase Your Attention to Detail
As a Client Onboarding & Transitions Specialist, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped prevent issues or improved processes.
✨Demonstrate Your Knowledge of Investment Products
Make sure you have a solid understanding of investment management products and operational processes. Brush up on relevant terminology and be ready to explain how these concepts apply to the role you're interviewing for.
✨Highlight Your Stakeholder Management Skills
This role requires excellent communication and coordination across various teams. Prepare to share instances where you've successfully managed stakeholder relationships and facilitated collaboration in previous roles.
✨Prepare for Regulatory Compliance Questions
Given the importance of compliance in this position, expect questions about regulatory requirements. Familiarise yourself with key regulations affecting client onboarding and transitions, and be ready to discuss how you've ensured compliance in your past work.
