Client Onboarding Specialist

7 months ago

London, United Kingdom Columbia Threadneedle Investments Full time

In this role you will manage and coordinate the onboarding, offboarding, client custodian/administrator changes and major mandate re-organisations for EMEA & APAC Institutional clients supported by Client Change and Client Services Ops.

Working with teams at the client, internally and at external service providers ensuring the accurate execution of such events in a timely fashion.

With the support of other teams, you will ensure that regulatory guidelines with regards to these events are adhered to.

**How you'll spend your time..**
- Attend pipeline meetings with Client Change, Client Services Ops and Client Management teams to understand the up-coming client activity and provide updates on in-flight activities
- Work with Client Management and the client to get a full understanding of the client’s requirements
- Planning and management of Client Onboarding events, including co-ordinating multiple stakeholders, producing transition timelines and leading issue resolution or escalation where required
- Identify and coordinate all internal stakeholders and external suppliers involved in each event
- Provide clear and concise communication throughout the lifecycle of events ensuring roles and responsibilities are understood and holding stakeholders to account for timely delivery
- Provide regular updates to the participants in each event on the status of transition events
- Build relationships around the organisation e.g. Client Management, Client Change, Global Fund Services, Legal, Investment Ops, Data Management, GOIS Operations and Investment Desks to facilitate the smooth execution of client events
- Identify, agree and implement improvements to the Onboarding/change processes whilst, ensuring existing procedures and checklists are adhered to and completed
- Work with Client Services Ops team to ensure a clean handover of clients within the team

**To be successful in this role you will have..**
- Experience in Asset Management industry
- Good understanding of Asset Management Operations
- Experience of managing client onboarding, offboarding and change events
- Project management experience/qualification an advantage
- Excellent attention to detail and administrative organisation
- Experience of dealing with external service providers
- Excellent communication, presentation and negotiation skills

**About Columbia Threadneedle Investments**

Working at Columbia Threadneedle Investments you’ll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you’ll find growth and career opportunities across all of our businesses. We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients’ specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

**Full-Time/Part-Time**

Full time

**Worker Sub Type**

Permanent

**Job Family Group**

Business Support & Operations

  • Client Onboarding and Support Specialist Fix Linux

    6 months ago

    London, United Kingdom Client Server Full time

    Client Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...

  • Client Onboarding Specialist

    4 days ago

    London, Greater London, United Kingdom RedTech Recruitment Ltd Full time

    Client Onboarding SpecialistWe are looking for a highly skilled Client Onboarding Specialist to join our team in Central London. As a key member of our client onboarding process, you will be responsible for ensuring a smooth transition for new clients.About the RoleProvide exceptional customer service and support to clients throughout the onboarding...

  • Client Onboarding Specialist

    4 weeks ago

    London, Greater London, United Kingdom IFM Investors Full time

    Job DescriptionWe are seeking a highly skilled Client Onboarding Specialist to join our team at IFM Investors. As a key member of our operations team, you will be responsible for managing the end-to-end operational client onboarding process.Your primary objective will be to ensure the timely and efficient onboarding of new clients, providing exceptional...

  • Client Onboarding Project Specialist

    1 week ago

    London, United Kingdom Jameson Legal Full time

    Client Onboarding Project Specialist - UK/Scotland/London A leading, global law firm is looking to hire a client onboarding project specialist to join their onboarding function in Scotland (preferably) or London. Working closely with the client onboarding project manager, your main responsibility will be to ensure the seamless execution of onboarding...

  • Client Onboarding Specialist

    7 months ago

    London, United Kingdom F5 Full time

    **Sales Operations and Onboarding Specialist** - **Junior - Mid Level**: - **£33,000 - £38,000 per annum**: - **Central London (Hybrid working, 2-3 days in the office)**: - **FinTech** A well-established FinTech company have an opening to join their Sales Operations team. The main responsibilities include overseeing the end-to-end onboarding process...

  • Client Onboarding Specialist

    2 weeks ago

    London, Greater London, United Kingdom WITHERS LLP Full time

    Job Title: Client Onboarding SpecialistLocation: London, UKThis is a role responsible for all billing and client onboarding tasks for an allocated number of partners and their clients. The role will be client-facing and will also work closely with the Finance and Risk & Compliance teams.The successful candidate will have strong verbal and written...

  • Client Onboarding Specialist

    4 days ago

    London, Greater London, United Kingdom Kite Human Capital Full time

    Kite Human Capital is seeking a Client Onboarding Specialist to undertake all KYC/AML due diligence across various product lines. The ideal candidate will have experience in onboarding/CDD roles and knowledge of KYC/AML regulations.About the RoleThis role involves actively identifying and investigating potential "red flags" and assisting with project-based...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Reimin Reid Recruitment Ltd Full time

    Reimin Reid Recruitment Ltd is currently seeking a skilled Client Onboarding Specialist to join their team. In this role, you will be responsible for client adoption and onboarding, 'churn mitigation', relationship building, and retention.The ideal candidate will have:2-5 years of customer success/account management experience in a SaaS environmentKnowledge...

  • Client Onboarding Specialist

    2 weeks ago

    London, Greater London, United Kingdom Mourant Group Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented professional to join our dedicated team at the Mourant Group. As a Client Onboarding Specialist, you will play a pivotal role in supporting client on-boarding and ensuring compliance with client due diligence (CDD) processes across multiple jurisdictions.

  • Client Onboarding Specialist

    4 days ago

    London, Greater London, United Kingdom Westpac Group Full time

    As a Client Onboarding Specialist with Westpac Group, you will play a crucial role in facilitating the onboarding of customers and ensuring that all necessary regulatory requirements are met. This is an excellent opportunity to develop your skills and expertise in the Banking industry, working with a range of corporate and institutional banking products.The...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Q Networkers Ltd Full time

    About the CompanyQ Networkers Ltd is a leading provider of financial services, dedicated to delivering exceptional results for our clients. We are seeking a Client Onboarding Specialist to join our team, responsible for ensuring smooth and efficient client onboarding processes.The ideal candidate will possess strong organisational and communication skills,...

  • Client Onboarding Project Specialist

    2 weeks ago

    London, United Kingdom Jameson Legal. Full time

    Client Onboarding Project Specialist - UK/Scotland/LondonA leading, global law firm is looking to hire a client onboarding project specialist to join their onboarding function in Scotland (preferably) or London. Working closely with the client onboarding project manager, your main responsibility will be to ensure the seamless execution of onboarding...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom Aquent Full time

    Job Title: Client Onboarding SpecialistWe are looking for a skilled professional to assist clients in achieving their goals through our company's email marketing tools and services.This role requires strong technical integration skills, excellent communication skills, and the ability to guide clients through the onboarding process.The ideal candidate will...

  • Client Onboarding

    2 weeks ago

    London, United Kingdom eFinancial Careers Full time

    **Client Onboarding & Periodic Review Specialist, Financial Crime, Private Bank** **The Client**: Our client is a UK Private Bank with International exposure and varied activities in banking, financial planning and investment management. **The Role**: The Client Onboarding & Periodic Review Specialist will work closely with the front office Relationship...

  • Prime Brokerage

    1 week ago

    London, United Kingdom Huntswood Full time

    Our client, a leading banking business, has an immediate opening for a Client Onboarding specialist to join the Prime Brokerage business. The Client Onboarding specialist will be responsible for - Supporting the onboarding of new clients onto the platform - Liaison with client services to ensure all relevant information is available to onboard new...

  • Head of Client Onboarding

    4 days ago

    London, Greater London, United Kingdom Taylor James Resourcing Full time

    We are looking for an experienced professional to join our team as Head of Client Onboarding. This role will be responsible for leading a team of onboarding specialists, ensuring that all client cases are processed efficiently and effectively.You will work closely with our Sales team to understand customer needs and develop strategies to meet those needs....

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom IFM Investors Full time

    Job OverviewIFM Investors is a leading private markets manager with a focus on infrastructure and capabilities in unlisted and listed equity, private equity and debt. We manage AU$218.3bn across all asset classes on behalf of 717 institutional clients. Our global network helps us uncover opportunities, and our reach, reputation and relationships mean we can...

  • Client Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom EmpowerRD Full time

    We are an innovative organisation that invests in innovation in our technology, processes, and ourselves. We are market leading in our thinking and services, driven by data.Job OverviewEmpowerRD is seeking a Client Onboarding Manager to join our team. The successful candidate will play a crucial role in implementing our onboarding strategy, ensuring our...

  • Client Onboarding Specialist

    4 days ago

    London Area, United Kingdom Kite Consulting Group Full time

    Company OverviewKite Human Capital is a leading consulting firm that specializes in providing exceptional recruitment services to top financial institutions. Our clients value our commitment to delivering high-quality talent that meets their unique needs.Job SummaryWe are seeking an experienced Client Onboarding Specialist to join our team and work on a...

  • Client Onboarding Specialist

    1 week ago

    London, United Kingdom Xelix Full time

    Xelix is an enterprise SaaS company building the Control Centre for the CFO office. We work with some of the largest companies in the world and have a hugely exciting product roadmap in place. Initially focusing on the Accounts Payable (AP) space, we aim to reduce payment risk through the detection of AP errors, and to improve efficiency by automating manual...