Client Services and Onboarding

1 month ago


London, United Kingdom LGBT Great Full time

LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team.

As a Client Services and Derivatives Onboarding Specialist you will be the central point of contact for all aspects of client on- boarding/account opening and aligned with clients or specific sales desks to ensure an effective and smooth on-boarding process.

Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process, please tell us.

Key remits

  • Liaising extensively with sales teams, front office and other key stakeholders and team coordinating any onboarding requests
  • Responsible for onboarding new clients and understanding their requirements
  • Oversee onboarding process and deal with any issues
  • Work closely with sales teams
  • Understanding various compliance rules and regulations and working through changing market environments to ensure smooth continuity of business

Experience

  • 1 – 3 years client services background working within a fast-paced Investment Banking environment
  • Proven on boarding experience gained in a similar environment
  • Experience within implementation, transfers, client contracts or client transitioning
  • Dealt with Investment management agreements
  • Ideally worked in an Investment Bank or Asset Management environment
  • Confident and articulate communication skills

Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry innovate.

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