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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 compliance.
- Benefits: Enjoy flexible working options and a collaborative team culture.
- Why this job: Make a real impact by enhancing client experiences and streamlining processes.
- Qualifications: A degree and experience in asset management or client onboarding are essential.
- Other info: Knowledge of KYC/AML processes is a plus; familiarity with EU and Cayman funds is advantageous.
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:
- Bachelor’s degree
- 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.
- Understanding of KYC/AML processes
Plusses:
- Irish & Luxembourg fund knowledge
- Experience with EU funds
- Experience with Cayman Island funds.
Client Onboarding Specialist employer: Insight Global
Contact Detail:
Insight Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Specialist
✨Tip Number 1
Familiarise yourself with the specific onboarding processes in asset management. Understanding the nuances of client onboarding, especially in relation to KYC and AML compliance, will give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the asset management industry. Attend relevant events or join online forums where you can connect with current Client Onboarding Specialists. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Demonstrate your problem-solving skills by preparing examples of how you've improved processes in previous roles. Be ready to discuss these during your interview to show your proactive approach to continuous improvement.
✨Tip Number 4
Brush up on your communication skills, both verbal and written. Being able to convey complex information clearly is crucial for this role, so practice articulating your thoughts succinctly and confidently.
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 service and onboarding roles. Emphasise your knowledge of asset management and KYC/AML processes, as these are crucial for the position.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the onboarding process and how you can enhance client satisfaction. Use specific examples from your past experiences to showcase your problem-solving skills and ability to manage competing priorities.
Highlight Communication Skills: Since effective communication is key for this role, provide examples of how you've successfully conveyed complex information in previous positions. Mention any experience collaborating with internal teams to meet client expectations.
Showcase Continuous Improvement Initiatives: If you've been involved in projects aimed at improving processes or efficiency, be sure to mention these. Highlight your analytical skills and any data-driven decisions you've made that led to positive outcomes.
How to prepare for a job interview at Insight Global
✨Know Your Client Onboarding Process
Familiarise yourself with the entire client onboarding process, especially in asset management. Be ready to discuss how you would manage communication and workflow across teams like Compliance and Legal to ensure a smooth experience for clients.
✨Demonstrate Regulatory Knowledge
Showcase your understanding of KYC and AML processes during the interview. Be prepared to explain how you would ensure compliance with regulatory requirements while maintaining a positive client experience.
✨Highlight Problem-Solving Skills
Think of examples where you've identified opportunities for improvement in previous roles. Discuss how you used data analysis to streamline processes and enhance client satisfaction, as this is crucial for the role.
✨Effective Communication is Key
Prepare to demonstrate your communication skills by explaining complex information clearly. You might be asked to role-play a scenario where you need to convey important details to a client or internal team, so practice articulating your thoughts concisely.
