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- Tasks: Be the go-to person for clients during their onboarding journey, ensuring a smooth experience.
- 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: A Bachelor’s degree and experience in asset management or client onboarding are essential.
- Other info: Knowledge of KYC/AML processes and offshore fund operations is a plus.
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 may even 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 specific instances where you streamlined workflows or enhanced client satisfaction.
✨Tip Number 4
Showcase your communication skills by practising how to convey complex information clearly. Prepare to explain technical concepts related to fund details and account structures in a way that clients can easily understand.
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. Emphasise any roles where you managed client relationships or worked with compliance teams, 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 your skills align with the job requirements. Mention specific experiences that showcase your ability to manage client expectations and collaborate with internal teams.
Showcase Communication Skills: Since effective communication is key for this role, provide examples in your application that illustrate your ability to convey complex information clearly. This could be through previous job experiences or projects where you had to communicate with various stakeholders.
Highlight Continuous Improvement Initiatives: Mention any instances where you identified opportunities for process improvement in your previous roles. This shows your proactive approach and problem-solving skills, which are essential for enhancing onboarding processes.
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 and problem-solving skills to enhance processes and client satisfaction.
✨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 member.
