Administrator - Client Onboarding ›

3 weeks ago

London, United Kingdom Aztec Full time

Reports to Operations Manager - Client Onboarding

With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence.

The individual will be responsible for the execution and management of tasks within the client onboarding journey. This will encompass onboarding for new promoters, migrations and new structure set-ups across our jursidictions, markets and services.

In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Onboarding Centre of Excellence adopts a continuous improvement mindset. This will be supported by the opportunity to complete project management qualifications / training.

Key responsibilities:
  • Delivering a best-in-class experience for clients across the onboarding journey
  • Assisting the Onboarding Operations Manager with the completion of New Business Committee (NBC) Submissions for Channel 1 and Channel 2 clients
  • Assisting the Onboarding Operations Manager with the engagement letter process and managing relationships internally and externally as required
  • Supporting the Onboarding Operations Manager with all administrative tasks relating to the execution phase of the onboarding journey (including Aztec Verify entity and investor record creation)
  • Knowledge of statutory and regulatory filings required for entities in the jurisdiction they operate in and assisting in filing such filings as applicable to the onboarding journey
  • Experience (or a desire to learn about) incorporating entities and migrations
  • Ability to review and provide comments on constitutional and fund formation documents, including subscription agreements
  • Liaising with internal teams (e.g. the Banking Centre of Excellence, Legal, Risk, Compliance and Technology) as required
  • Adhering to specific SLAs / KPIs for each onboarding, escalating to the Onboarding Operations Manager where required
  • Identifying and capturing lessons learnt and acting on these, to enable continuous improvement of the onboarding journey
  • Managing relationships amongst stakeholders by building confidence and trust with clear professional communication and transparent expectation management
  • Act on real-time feedback and escalate issues effectively and in a timely manner
Skills, knowledge, expertise:
  • 2+ years of xperience in fund administration / corporate services
  • Experience in the onboarding of new clients and structures (may include migrations)
  • Strong communication skills (both internal to the business and external)
  • A team player
  • Ability to manage client expectations through effective communication
  • Strong alignment to Aztec Group values
  • Ability to quickly learn new information, processes and procedures
  • Proven ability to meet deadlines and proactively identify and deal with problems
  • A self-starter with the ability to work independently on concurrent initiatives
  • Strong continuous improvement mindset and experience in identifying process and efficiency improvements
#J-18808-Ljbffr

  • Administrator - Client Onboarding

    21 hours ago

    London, United Kingdom Aztec Group Full time

    **Reports to Operations Manager - Client Onboarding** With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence. The individual will be responsible...

  • Client Onboarding Administrator

    5 days ago

    London, United Kingdom Love Success Plc Full time

    **Client Onboarding Administrator**: - Job Reference: CL/COA - Date Posted: 4 March 2024 - Recruiter: Love Success plc - Location: London - Salary: £15.90 to £17.95 Per Hour - Sector: Administrator/ Office Assistant/ Data Entry - Job Type: Temporary - Duration: 3-6 months - Work Hours: Full Time Client Onboarding Administrator 3 - 6 months Hybrid Join...

  • Client Onboarding Expert

    3 days ago

    London, United Kingdom Vantage Point Full time

    Vantage Point is a leading consultancy in the Financial Services industry, specialising in areas such as client onboarding, process engineering, data operations, regulatory compliance, and risk management. We are currently seeking an experienced, highly skilled End-to-End Client Onboarding Expert to join our team. As an End-to-End Client Onboarding Expert at...

  • Client Onboarding Associate

    2 weeks ago

    London, United Kingdom Jobleads-UK Full time

    Client Onboarding Associate - Investment Management Reference ID : 8252Budget : £30,000 to £35,000 Our client, a financial firm are looking to hire a Client Onboarding associate to join their team of 4. They are looking for candidates with at around 2-5 years of experience of Client Onboarding in a financial services company. Permanent –...

  • Client Onboarding Associate

    3 weeks ago

    London, United Kingdom Kite Group Full time

    Client Onboarding Associate - Investment Management Reference ID : 8252Budget : £30,000 to £35,000 Our client, a financial firm are looking to hire a Client Onboarding associate to join their team of 4. They are looking for candidates with at around 2-5 years of experience of Client Onboarding in a financial services company. Permanent – Hybrid...

  • Client Onboarding Expert

    Found in: Talent UK C2 - 2 weeks ago

    London, United Kingdom Vantage Point Full time

    Vantage Point is a leading consultancy in the Financial Services industry, specialising in areas such as client onboarding, process engineering, data operations, regulatory compliance, and risk management. We are currently seeking an experienced, highly skilled End-to-End Client Onboarding Expert to join our team.As an End-to-End Client Onboarding Expert at...

  • Senior Data

    3 weeks ago

    London, United Kingdom Aztec Full time

    Senior Data & Accounting Analyst – Client Onboarding | London | Aztec Group 6158 Contact Home / Careers / Vacancies Senior Data & Accounting Analyst – Client Onboarding Reports to the Data & Accounting Manager – Client Onboarding With a focus on driving excellent client service and understanding the needs of our clients, we are continually...

  • Head of Client Onboarding

    Found in: Talent UK 2A C2 - 2 weeks ago

    Greater London, United Kingdom Gresham Hunt Full time

    Our Client, a leading alternative investments manager, is looking to hire a well-rounded professional to build out a new Client Onboarding function in their London HQ.This role will require a strong understanding of a broad array of asset classes and products, as well as strong counterparty onboarding experience.Responsibilities:End to end ownership of...

  • Head of Client Onboarding

    Found in: Appcast UK C2 - 2 weeks ago

    Greater London, United Kingdom Gresham Hunt Full time

    Our Client, a leading alternative investments manager, is looking to hire a well-rounded professional to build out a new Client Onboarding function in their London HQ.This role will require a strong understanding of a broad array of asset classes and products, as well as strong counterparty onboarding experience.Responsibilities:End to end ownership of...

  • Head of Client Onboarding

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Greater London, United Kingdom Gresham Hunt Full time

    Our Client, a leading alternative investments manager, is looking to hire a well-rounded professional to build out a new Client Onboarding function in their London HQ.This role will require a strong understanding of a broad array of asset classes and products, as well as strong counterparty onboarding experience.Responsibilities:End to end ownership of...

  • Head of Client Onboarding

    Found in: Appcast UK C C2 - 2 weeks ago

    Greater London, United Kingdom Gresham Hunt Full time

    Our Client, a leading alternative investments manager, is looking to hire a well-rounded professional to build out a new Client Onboarding function in their London HQ.This role will require a strong understanding of a broad array of asset classes and products, as well as strong counterparty onboarding experience.Responsibilities:End to end ownership of...

  • Head of Client Onboarding

    Found in: Whatjobs ES C2 - 1 week ago

    Greater London, United Kingdom Gresham Hunt Full time

    Our Client, a leading alternative investments manager, is looking to hire a well-rounded professional to build out a new Client Onboarding function in their London HQ. This role will require a strong understanding of a broad array of asset classes and products, as well as strong counterparty onboarding experience. Responsibilities: End to end ownership of...

  • Client Onboarding Associate

    1 week ago

    London, United Kingdom RJ O'Brien Full time

    Job Title: Client Onboarding Associate Business Unit: Account Opening Team Location: London Reports To: Team Lead, Client Onboarding Position Summary: To on-board both clearing and execution clients to the books of R.J. O’Brien Limited and R.J. O’Brien France S.A.S, as required. Duties and Responsibilities: Responsibilities include, but are not...

  • Client Onboarding Executive

    Found in: Talent UK C2 - 2 weeks ago

    London, United Kingdom Houst Full time

    About Houst:Looking for a job where you can be part of a team that is revolutionising the short-term accommodation industry? Look no further! We are a professional management service that helps homeowners and landlords enjoy more freedom by taking care of the hassle of hosting their properties. Our mission is to leverage the latest technology to make hosting...

  • Client Onboarding Coordinator

    3 days ago

    London, United Kingdom Daffin Kirbyshire Associates Full time

    Daffin Kirbyshire Associates London, United KingdomPosted 17 minutes ago Hybrid Contract £60k - £70k - The Onboarding Coordination team is a function within the Onboarding team. The Onboarding team is a department within Operations, and responsible for the Onboarding of new clients, account opening and ongoing periodic review. **Responsibilities**: -...

  • Client Onboarding Associate

    2 days ago

    London, United Kingdom Partners Capital Full time

    London - Role Description As a fast-growing company of over three hundred people, we are looking for someone to join our Client Onboarding function in the Client Operations team in London to assist in all activities relating to onboarding new client accounts, as well as providing support to investors making direct investments into our pooled vehicle fund...

  • Client Onboarding Analyst

    2 days ago

    London, United Kingdom EJ Legal Limited Full time

    An exciting opportunity has arisen for a Client Onboarding Analyst to join a top UK law firm focused on positive social impact. Their diverse client base want to make business better for people and planet from corporate household names to public bodies, to start-ups, as well as some of the world’s leading charities and social enterprises. **The team**: The...

  • Systems Administrator Windows Linux

    3 days ago

    London, United Kingdom Client Server Full time

    Systems Administrator (Windows Linux) London / WFH 6 month FTC to £52,000 (pro-rata) Are you a skilled Systems Administrator with Windows, PowerShell and Azure experience? You could be working on a range of interesting projects at a UK based Not-for-Profit technology company that acts as an innovation catalyst, helping businesses across a broad range of...

  • Onboarding & Client Relationship Lead

    3 weeks ago

    London, United Kingdom Gresham Hunt Full time

    Client: Blockchain based marketplace Role: Client Onboarding Lead Location: West End/Hybrid Company: Our client is a rapidly growing blockchain based marketplace addressing friction points in the global food supply chain. Powered by one of the Top blockchain protocols, the firm is embarking on a new growth period following an intense 2 year R&D journey. To...

  • Onboarding Administrator

    5 days ago

    London, United Kingdom Costain Full time

    We are recruiting for an **Onboarding Administrator **to join our Thames Tideway framework **About the Project** Thames Tideway Tunnel Main Works East is a £650m Costain-Vinci-Bachy joint venture (“CVB”) which aims to achieve the ambitious target of “Reconnecting London with the River Thames” by tackling the issue of frequent untreated sewage...