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- Tasks: Be the go-to person for clients during their onboarding journey, ensuring a smooth start.
- Company: Join Insight Global, a leader in client relationship management and investment services.
- Benefits: Enjoy flexible working options and a supportive team culture that values your input.
- Why this job: Make a real impact by enhancing client experiences and streamlining processes in a dynamic environment.
- Qualifications: Experience in asset management and client onboarding is essential; knowledge of compliance standards is a plus.
- Other info: This role requires an EU work permit and offers opportunities for professional growth.
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 potential clients during interviews.
✨Tip Number 2
Network with professionals in the asset management field, particularly those who have experience in client service roles. Attend industry events or join relevant online forums to gain insights and make connections that could lead to job opportunities.
✨Tip Number 3
Brush up on your knowledge of AML/KYC compliance regulations, as this is crucial for the role. Being able to discuss these topics intelligently will demonstrate your preparedness and commitment to the responsibilities of a Client Onboarding Specialist.
✨Tip Number 4
Prepare to showcase your problem-solving skills by thinking of examples where you've improved processes in previous roles. Highlighting your ability to enhance efficiency and client satisfaction will set you apart from other candidates.
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: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with compliance and regulatory requirements, and how you can contribute to improving onboarding processes.
Highlight Communication Skills: Since the role requires effective communication, emphasise your verbal and written communication skills in your application. Provide examples of how you've successfully conveyed complex information to clients or colleagues in the past.
Showcase Problem-Solving Abilities: Demonstrate your problem-solving skills by including examples of how you've identified opportunities for improvement in previous roles. This could involve streamlining processes or enhancing client satisfaction during onboarding.
How to prepare for a job interview at JR United Kingdom
✨Understand the Onboarding Process
Familiarise yourself with the end-to-end onboarding process for clients. Be prepared to discuss how you would manage client inquiries and ensure a smooth experience, as this role heavily focuses on client relationship management.
✨Showcase Your Communication Skills
Since effective communication is key in this role, practice articulating complex information clearly. Think of examples where you've successfully communicated with clients or internal teams to resolve issues or streamline processes.
✨Highlight Your Compliance Knowledge
Demonstrate your understanding of AML/KYC regulations and compliance standards. Be ready to discuss any relevant experience you have in ensuring due diligence and maintaining regulatory requirements during the onboarding process.
✨Emphasise Continuous Improvement
Prepare to share examples of how you've identified opportunities for process improvement in previous roles. This could involve data analysis or problem-solving skills that led to enhanced efficiency or client satisfaction.
