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- Tasks: Lead client onboarding and offboarding projects, ensuring smooth delivery and satisfaction.
- Company: Join a dynamic finance organisation focused on client service excellence.
- Benefits: Professional development opportunities, collaborative culture, and a chance to enhance your skills.
- Why this job: Make a real impact by improving client experiences and streamlining processes.
- Qualifications: 10 years in finance, strong project management, and excellent communication skills required.
- Other info: Opportunity for continuous improvement and career growth in a supportive environment.
The predicted salary is between 48000 - 72000 £ per year.
Our client is seeking an End to End Coordinator Manager who will act as the project manager for client onboarding, service extensions, and off-boardings. The role requires ensuring that all business requirements are effectively captured, understood by relevant contributors, and delivered with the aim of achieving complete client satisfaction. The Manager will facilitate meetings between clients and internal subject matter experts, ensuring that service requirements and deliverables are clearly communicated to all parties involved. Detailed minutes and action logs will be maintained to provide a robust audit trail for compliance and governance. Additionally, the successful candidate will develop and maintain project plans, identifying key milestones, assigning work-stream owners, and tracking any risks and issues. A close partnership with the Head of KYC and Due Diligence is essential to align AML and KYC obligations with onboarding activities, thereby minimising regulatory risk and streamlining client acceptance. Technical expertise will be crucial in meetings with clients, E2E coordinators, and the Client Development team. This role is integral to ensuring that the end-to-end onboarding and offboarding process is well governed, compliant, and consistently meets client expectations.
Job Duties
- Lead end-to-end client onboarding, offboarding, and service extension projects, ensuring timely delivery and client satisfaction.
- Coordinate the full project plan, defining milestones, assigning work-stream owners, and maintaining risk/issue registers.
- Facilitate communication between clients, Relationship Managers/Client Service Managers, and internal experts to prevent service mismatches.
- Schedule, chair, and document governance and ad-hoc meetings, producing minutes and maintaining an audit trail.
- Provide regular status updates to the Business Implementation Team and upscale risks or concerns to the Head of Onboarding & Regulatory Reporting.
- Communicate key milestones, such as BAC and CAC approvals, account openings, go-live dates, and project closure, to all stakeholders.
- Support Business/Client Development throughout the onboarding journey by providing relevant guidance.
- Arrange handover to BAU teams, preparing closure documents and transferring action plans to relevant teams post-implementation.
- Conduct post-implementation reviews to capture client/internal feedback and submit improvement recommendations to the Service Quality Committee.
- Act as BAC/CAC Secretary when needed, coordinating committee meetings and maintaining action item logs.
- Lead continuous improvement projects to enhance departmental procedures and policies, ensuring they are up-to-date.
- Ensure completion and sign-off of onboarding plans and documentation for audit and control purposes.
- Collaborate with KYC/Due Diligence and Operational Onboarding Leads to ensure seamless project execution.
- Complete all mandatory compliance training within required timeframes and adhere to the Group's Code of Conduct.
- Engage in ad-hoc projects, contributing project management expertise and governance support.
Job Requirements
- Minimum of 10 years' experience in the finance industry, with a proven understanding of industry terminology and regulations.
- Expertise in project management, with a capability to deliver projects from start to finish while anticipating requirements.
- Strong communication skills, both verbal and written, to clearly present complex information to diverse audiences.
- Experience in client onboarding, KYC onboarding, recertification, fund management, or financial-market regulations, with knowledge of relevant products and services.
- Understanding of Private Capital structures and regulatory frameworks governing fund structures and entities.
- Proven ability to lead projects independently, providing guidance and direction to others.
- Excellent organisational skills, capable of managing multiple tasks and adjusting priorities accordingly.
- Demonstrated resilience and attention to detail, ensuring high-quality outputs and compliance with processes.
What You'll Love
This role offers the opportunity to play a key role in maintaining and enhancing the organisation's reputation. You will work in a collaborative environment with ample opportunities for professional development and skill enhancement in project management and client service delivery. The organisation values growth and provides a platform for continuous improvement and training in relevant areas.
End to End Coordinator Manager in London employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land End to End Coordinator Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its projects. Understand their client onboarding processes and think about how your experience aligns with their needs. This will help you stand out as a candidate who gets it!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and internal teams, being able to articulate your thoughts clearly is key. Try mock interviews with friends or use online resources to sharpen your delivery.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace End to End Coordinator Manager in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the End to End Coordinator Manager role. Highlight your project management experience and any relevant skills that align with client onboarding and compliance. We want to see how you can bring value to our team!
Showcase Your Communication Skills: Since this role involves a lot of communication with clients and internal teams, it's crucial to demonstrate your strong verbal and written communication skills. Use clear examples in your application to show how you've effectively communicated complex information in the past.
Highlight Your Organisational Skills: This position requires excellent organisational abilities, so be sure to mention any experience you have in managing multiple projects or tasks simultaneously. We love seeing candidates who can juggle priorities and keep everything on track!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to showcase your application in the best light. Don’t miss out on this opportunity!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Project Management Inside Out
Make sure you brush up on your project management skills and methodologies. Be ready to discuss how you've successfully led projects from start to finish, especially in client onboarding or service extensions. Prepare specific examples that highlight your ability to manage timelines, milestones, and risks.
✨Master the Art of Communication
Since this role involves facilitating communication between clients and internal teams, practice articulating complex information clearly. Think about how you can demonstrate your strong verbal and written communication skills during the interview. You might even want to prepare a mock meeting scenario to showcase your facilitation skills.
✨Get Familiar with Compliance and Regulatory Frameworks
Given the importance of KYC and AML obligations in this role, ensure you have a solid understanding of relevant regulations. Be prepared to discuss how you've navigated compliance challenges in past roles and how you would approach them in this position.
✨Showcase Your Organisational Skills
This job requires excellent organisational abilities, so think of ways to demonstrate how you manage multiple tasks and priorities. Bring examples of how you've maintained detailed documentation, such as minutes and action logs, to support your claims of being detail-oriented and resilient under pressure.
