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- Tasks: Be the go-to person for clients during their onboarding journey.
- Company: Join a dynamic asset management firm focused on client success.
- Benefits: Enjoy flexible working options and a supportive team culture.
- Why this job: Make a real impact by enhancing client experiences and streamlining processes.
- Qualifications: Experience in asset management and client onboarding is essential.
- Other info: Opportunity to collaborate with various teams and improve client satisfaction.
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 for the position.
✨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 with mock scenarios or role-playing exercises.
✨Tip Number 4
Demonstrate your problem-solving abilities by thinking of ways to improve onboarding processes. Prepare examples of how you've streamlined workflows in past roles, as this will show your proactive approach and commitment to continuous improvement.
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 responsibilities outlined in the job description, particularly your experience with compliance and regulatory requirements.
Showcase Communication Skills: Since effective communication is key for this role, provide examples in your application that showcase your ability to convey complex information clearly. Highlight any experience you have in collaborating with internal teams or clients.
Highlight Continuous Improvement Initiatives: Mention any past experiences where you identified opportunities for process improvement in client onboarding. This will demonstrate your proactive approach and problem-solving skills, which are essential for the role.
How to prepare for a job interview at JR United Kingdom
✨Know Your Client Onboarding Process
Familiarise yourself with the entire client onboarding process, especially in asset management. Be prepared to discuss how you would manage the end-to-end onboarding experience and ensure a smooth transition for new clients.
✨Demonstrate Communication Skills
Since effective communication is key in this role, practice articulating complex information clearly. Prepare examples of how you've successfully communicated with clients and internal teams in previous roles.
✨Showcase Problem-Solving Abilities
Think of instances where you've identified inefficiencies in processes and proposed solutions. Highlight your analytical skills and how they can contribute to continuous improvement in the onboarding process.
✨Understand Compliance Requirements
Brush up on AML/KYC regulations and compliance standards relevant to the role. Be ready to discuss how you would ensure adherence to these regulations while managing client expectations.
