Administrator - Client Onboarding
2 weeks ago
**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
-
Administrator - Client Onboarding ›
4 weeks ago
London, United Kingdom Aztec Full timeReports 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
7 days ago
London, United Kingdom Meraki Full timeMeraki Talent are delighted to be engaged with a leading Financial Services company based in London with the appointment of a Client Onboarding Administrator. The Company Our client are a personalised wealth and investment management firm that have just entered a period of unprecedented growth and they are going to be going through some exciting changes in...
-
Client Onboarding Manager
7 days ago
London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are 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 from coordinating the contract negotiations, investment...
-
Client Onboarding Manager
7 days ago
London, United Kingdom Mayford James Full timeJob DescriptionUS Investment Management business based in the City are 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 from coordinating the contract...
-
Client Onboarding Manager
1 week ago
London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are 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 from coordinating the contract negotiations, investment...
-
Client Onboarding Manager
6 days ago
London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are 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.Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing...
-
Client Onboarding Associate
4 weeks ago
London, United Kingdom Kite Group Full timeClient 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
4 weeks ago
London, United Kingdom Vantage Point Full timeVantage 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 Executive
6 days ago
London, United Kingdom Advantage Resourcing Full time**Client Onboarding Executive - £33,000 per annum plus 10% bonus** **London 3 days in office/2 days WFH** A leading financial services organisation based in London are offering an excellent opportunity for a Client Onboarding Executive to be part of a dynamic and collaborative team. As an Onboarding SME you will: - Take ownership and accountability of the...
-
Client Onboarding Manager
1 week ago
London, United Kingdom Mayford James Full timeThe 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 clients requirements ensuring these are understood by key stakeholder and ensure the process is managed through a disciplined approach. Liaising with both the client,...
-
Client Onboarding Associate
4 weeks ago
London, United Kingdom BRUIN Financial Full timePermanent - london, **Ref**: 37307 London, UK Client Onboarding Associate Bruin has partnered with a boutique wealth manager who is seeking a Client Onboarding Associate to join their team. Our client is embarking on an exciting journey of digital transformation and process optimisation. They are dedicated to providing exceptional service to their clients...
-
Client Onboarding Manager
1 week ago
Greater London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are 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 from coordinating the contract negotiations, investment...
-
Client Onboarding Manager
1 week ago
Greater London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are 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 from coordinating the contract negotiations, investment...
-
Client Onboarding Manager
7 days ago
Greater London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are 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 from coordinating the contract negotiations, investment...
-
Client Onboarding Manager
1 week ago
Greater London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are 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 from coordinating the contract negotiations, investment...
-
Client Onboarding Manager
7 days ago
Greater London, United Kingdom Mayford James Full timeUS Investment Management business based in the City are 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 from coordinating the contract negotiations, investment...
-
Client Onboarding Officer
1 month ago
London, United Kingdom MW recruitment Full timeAn overseas banking institution wish to recruit within the client onboarding team, the primary task of the role is to ensure that the KYC files progress through the correct approval chain accurately and efficiently, and in accordance with internal Compliancepolicies and procedures. The role performs the onboarding of new clients and periodic review of...
-
Senior Data
4 weeks ago
London, United Kingdom Aztec Full timeSenior 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...
-
Client Onboarding Manager
4 weeks ago
London, United Kingdom MW recruitment Full timeAn overseas banking institution wish to recruit a client onboarding manager to lead a team of 7 ensuring effective client onboarding, periodic review and quality control. **Main Duties** Lead and manage the client onboarding team: set and modify staff objectives and carry out regular appraisal of performance against these objectives; develop the knowledge...
-
Client Onboarding Associate
7 days ago
London, United Kingdom RJ O'Brien Full time**Job Title**:Client Onboarding Associate **Business Unit**:Account Opening Team **Location**:London **Reports To**: Manager, Client Onboarding **Position Summary**: To on-board both 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 limited to: -...