Client Services and Onboarding
1 month ago
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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