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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, professional development opportunities, and a supportive team culture.
- Why this job: Make a real impact by enhancing client experiences and streamlining processes in a collaborative environment.
- Qualifications: Experience in asset management and client onboarding is essential; knowledge of compliance standards is a plus.
- Other info: This role offers a chance to grow your skills while working with multiple teams.
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: 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.
Client Onboarding Specialist employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Specialist
✨Tip Number 1
Familiarise yourself with the asset management industry, especially focusing on client onboarding processes. Understanding the nuances of fund details and account structures will help you engage confidently with clients during the onboarding process.
✨Tip Number 2
Network with professionals in the field, particularly those who have experience in client service roles within asset management. This can provide you with insights into best practices and may even lead to referrals or recommendations.
✨Tip Number 3
Brush up on your communication skills, both verbal and written. Being able to convey complex information clearly is crucial in this role, so consider practicing how you would explain onboarding processes to a client.
✨Tip Number 4
Stay updated on regulatory requirements related to AML/KYC compliance. Having a solid understanding of these regulations will not only boost your confidence but also demonstrate your commitment to maintaining high standards in client onboarding.
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. Use specific examples that demonstrate your ability to manage the end-to-end onboarding process and address client inquiries effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the job requirements, particularly your experience in compliance and communication within a client service environment.
Showcase Problem-Solving Skills: Provide examples in your application of how you've identified opportunities for improvement in previous roles. Highlight any data analysis or process enhancement initiatives you have led that resulted in increased efficiency or client satisfaction.
Highlight Collaboration Experience: Emphasise your ability to work collaboratively with various teams, such as Compliance and Legal. Mention specific instances where you successfully coordinated efforts across departments to meet client expectations and deadlines.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Client Service Experience
Make sure to highlight your previous experience in client service or onboarding roles. Discuss specific examples where you successfully managed the end-to-end onboarding process and how you addressed client inquiries effectively.
✨Demonstrate Your Knowledge of Compliance
Since the role involves working closely with compliance teams, be prepared to discuss your understanding of AML/KYC regulations and how they apply to client onboarding. This will show that you are well-versed in the necessary compliance standards.
✨Emphasise Your Communication Skills
Effective communication is key in this role. Prepare to provide examples of how you've communicated complex information clearly to clients and internal teams. This will demonstrate your ability to foster collaboration and ensure clarity.
✨Highlight Your Problem-Solving Abilities
The job requires continuous improvement of processes. Be ready to discuss instances where you've identified inefficiencies and implemented solutions. This will showcase your proactive approach and commitment to enhancing client satisfaction.
