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- Tasks: Manage the onboarding process for institutional clients and funds, ensuring smooth communication.
- Company: Join a leading US Investment Management firm based in the heart of London.
- Benefits: Enjoy a hybrid work model with competitive salary and opportunities for professional growth.
- Why this job: Be part of a dynamic team driving client success and process improvements in a fast-paced environment.
- Qualifications: Strong client-focused background with experience in onboarding and project management required.
- Other info: Ideal for proactive individuals looking to make an impact in investment management.
The predicted salary is between 43200 - 72000 £ per year.
A US Investment Management business based in the City is looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. The role is very diverse, covering the end-to-end onboarding process.
Responsibilities include:
- Project manage and coordinate the onboarding process for clients and funds, understanding client requirements and ensuring these are communicated to key stakeholders while managing the process through a disciplined approach.
- Liaising with both the client, their custodians, and outsourced functions.
- Be the point of contact for new and existing EMEA institutional clients for operational, legal, general onboarding, and service queries.
- Manage the launch of new funds, participate in the ongoing service management of product/fund launches, and facilitate new share classes, inspecie transfers, and switches.
- Proactively engage in process improvements to drive efficiencies and services as well as participate in larger transformational change initiatives (including workflow mapping, etc.).
To be considered for this role, you must have a strong background in a client-focused position and extensive experience in the client onboarding process from an investment manager with experience onboarding segregated accounts. You will have demonstrable experience in projects, process improvement, and process mapping. You will have exceptional communication skills, as well as a proactive, collaborative, and focused mindset.
Client Onboarding Manager | London, UK | Hybrid employer: Mayford James
Contact Detail:
Mayford James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Manager | London, UK | Hybrid
✨Tip Number 1
Familiarise yourself with the investment management industry, especially focusing on client onboarding processes. Understanding the nuances of segregated mandates and institutional clients will give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the investment management sector, particularly those who have experience in client onboarding. Attend industry events or webinars to make connections and gain insights that could be beneficial for your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed onboarding processes in previous roles. Highlight any projects where you improved efficiencies or implemented process changes, as this aligns well with the responsibilities of the role.
✨Tip Number 4
Showcase your communication skills by engaging with potential interviewers or recruiters on platforms like LinkedIn. Ask insightful questions about the company’s onboarding processes to demonstrate your interest and proactive approach.
We think you need these skills to ace Client Onboarding Manager | London, UK | Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding and project management. Use specific examples that demonstrate your ability to manage diverse onboarding processes and communicate effectively with stakeholders.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with institutional clients and segregated mandates, and explain how your skills align with the responsibilities outlined in the job description.
Highlight Process Improvement Experience: In your application, emphasise any past experiences where you successfully implemented process improvements or participated in transformational change initiatives. This will show your proactive approach and ability to drive efficiencies.
Showcase Communication Skills: Since exceptional communication skills are crucial for this role, provide examples in your application that illustrate your ability to liaise with clients, custodians, and other stakeholders effectively. Consider including specific scenarios where your communication made a positive impact.
How to prepare for a job interview at Mayford James
✨Understand the Onboarding Process
Make sure you have a solid grasp of the client onboarding process, especially in the context of investment management. Be prepared to discuss your previous experiences and how they relate to managing institutional clients and segregated mandates.
✨Showcase Your Project Management Skills
Since the role involves project management, highlight your ability to coordinate complex processes. Prepare examples of past projects where you successfully managed timelines, communicated with stakeholders, and delivered results.
✨Demonstrate Communication Proficiency
Exceptional communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've effectively liaised with clients and other parties in previous roles.
✨Emphasise Process Improvement Experience
The company values proactive engagement in process improvements. Be prepared to discuss specific instances where you've identified inefficiencies and implemented changes that enhanced service delivery or operational efficiency.
