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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 review management, with strong leadership skills.
- Other info: Fast-paced environment with opportunities for career advancement.
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
- Significant relevant experience in a similar role.
- A proven track record of managing and leading the client onboarding process.
- Experience in conducting periodic client reviews and managing the annual workload.
- Ability to thrive in a busy environment and commitment to client service excellence.
- Strong attention to detail and the ability to assess complex information and ensure compliance with policies and regulations.
Senior On-boarding & Periodic Review Manager 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
✨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 interview.
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their onboarding processes and review strategies, so you can showcase how your experience aligns perfectly with their needs.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses. Focus on demonstrating your leadership skills and client service excellence, as these are key for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior On-boarding & Periodic Review Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior On-boarding & Periodic Review Manager role. Highlight your experience in client onboarding and periodic reviews, and don’t forget to showcase your leadership skills. We want to see how you’ve made a difference in previous roles!
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 position. Share specific examples of how you've successfully managed onboarding processes and led teams. We love a good story that shows your passion for client service excellence.
Showcase Your Expertise: As a subject matter expert, it’s crucial to demonstrate your knowledge in onboarding and review processes. Include any relevant certifications or training in your application. We’re looking for someone who can hit the ground running and contribute to our ongoing projects!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy – just follow the prompts and you’ll be set!
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 managed teams effectively, especially in high-pressure situations. Highlight your approach to mentoring and developing team members, as this is crucial for the role.
✨Be Client-Centric
Since client service excellence is key, think of specific instances where you went above and beyond for a client. Be ready to explain how you ensure compliance while still providing top-notch service. This will demonstrate your commitment to both the client and the company's standards.
✨Prepare for Complex Scenarios
Expect questions that assess your ability to handle complex information and regulatory compliance. Think through potential challenges you might face in the role and how you would address them. This will show that you're proactive and ready to tackle any issues that arise.
