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- Tasks: Lead client onboarding and periodic reviews while managing a dedicated team.
- Company: Top offshore investment management firm with a focus on client service excellence.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a leading firm and make a real impact on client integration and satisfaction.
- Qualifications: Proven experience in client onboarding and team leadership required.
- Other info: Fast-paced role with opportunities for growth and innovation.
The predicted salary is between 43200 - 72000 £ per year.
Experienced candidate required for a challenging new opportunity in a leading offshore investment management firm, where you will combine client-facing onboarding management with ongoing internal review processes. Managing a team of onboarding and review specialists, you will be responsible for ensuring that new clients are integrated smoothly into the business, whilst existing clients are effectively monitored and managed.
The successful applicant will be a subject matter expert for onboarding and review, and will be responsible for not only maintaining policies and procedures, but also assisting with the development and customisation of onboarding processes and review plans, with involvement in various project initiatives.
Qualifications
- Candidates are required to have significant relevant experience in a similar role, with a proven track record of managing and leading the client onboarding process, and in conducting periodic client reviews and managing the annual workload.
- You’ll need to be a team leader, who thrives in a busy environment and is committed to client service excellence, with strong attention to detail and the ability to assess complex information and ensure compliance with policies and regulations.
Senior On-boarding & Periodic Review 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 Senior On-boarding & Periodic Review Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by researching the company and its onboarding processes. Show them you’re not just another candidate; demonstrate your expertise and how you can enhance their client integration and review strategies.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in managing onboarding teams and conducting client reviews. Highlight specific examples where you've improved processes or ensured compliance—this will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of exciting roles, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Senior On-boarding & Periodic Review Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Senior On-boarding & Periodic Review Manager role. Highlight your client onboarding management experience and any leadership roles you've had, as we want to see how you can lead our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share examples of how you've successfully managed onboarding processes and periodic reviews in the past, and let us know how you can contribute to our commitment to client service excellence.
Showcase Your Attention to Detail: In this role, attention to detail is key. When writing your application, make sure there are no typos or errors. We want to see that you can assess complex information accurately, so present your information clearly and concisely.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Onboarding Processes
Make sure you brush up on the latest trends and best practices in client onboarding. Be ready to discuss your previous experiences and how you've successfully integrated clients in the past. This will show that you're not just familiar with the process, but that you can also bring valuable insights to the table.
✨Demonstrate Leadership Skills
As a Senior Manager, you'll need to showcase your leadership abilities. Prepare examples of how you've led teams in high-pressure situations, especially during onboarding or review processes. Highlight your approach to team management and how you ensure everyone is aligned with client service excellence.
✨Be Detail-Oriented
Attention to detail is crucial in this role. During the interview, be prepared to discuss how you ensure compliance with policies and regulations. You might even want to share specific instances where your attention to detail made a significant difference in a project or client relationship.
✨Engage with Project Initiatives
Since the role involves involvement in various project initiatives, think about past projects you've worked on. Be ready to talk about your contributions and how you helped develop or customise onboarding processes. This will demonstrate your proactive approach and ability to adapt to new challenges.
