Administrator - Client Onboarding

5 months 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 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



  • 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...


  • London, United Kingdom Meraki Full time

    Meraki 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...


  • London, Greater London, United Kingdom State Street Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Coordinator to join our team at State Street Global Advisors. As a key member of our team, you will be responsible for the planning, coordination, and efficient implementation of new business and change activities. This will involve working closely with internal and external stakeholders to...


  • London, United Kingdom Talan Full time

    Company Description For more than 20 years, Talan has been advising companies and administrations, supporting them and implementing their transformation projects in the UK and abroad. With a presence on four continents and a headcount of 5000 consultants, our ambition is to reach the billion turnover by the end of 2025. In the UK, Talan count 500...


  • 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 Operations. Working with teams at the client, internally and at external service providers ensuring the accurate execution of...


  • 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...


  • London, Greater London, United Kingdom State Street Full time

    About the RoleWe are seeking an experienced Client Implementation Onboarding Specialist to join our team. As a key member of our onboarding team, you will be responsible for planning, coordinating, and implementing new business and change activities. You will work closely with internal and external stakeholders to ensure successful client onboarding and...


  • London, Greater London, United Kingdom State Street Full time

    About the RoleWe are seeking a highly skilled Client Implementation Onboarding Coordinator to join our team at State Street Global Advisors. As a key member of our implementation team, you will be responsible for planning, coordinating, and executing the onboarding process for new clients, ensuring seamless transitions and efficient implementation of...


  • 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...


  • 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...


  • London, United Kingdom BRUIN Financial Full time

    Permanent - 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...


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

    Job OverviewWe are seeking a skilled Client Onboarding Specialist to join our team at Taylor James Resourcing. As a key member of our Private Client team, you will be responsible for delivering high-quality client service and suggesting improvements to working practices.Main Responsibilities:Client Requirements Discussion: Discuss client needs, arrange...


  • London, Greater London, United Kingdom Copper Full time

    About the RoleCopper is seeking a highly skilled Client Onboarding Specialist to join our Revenue Department. As a key member of our team, you will be responsible for guiding clients through the onboarding process, ensuring a seamless transition onto our platform.Key ResponsibilitiesPartner with Sales to drive and monetize the pipeline, ensuring revenue...


  • London, Greater London, United Kingdom Talan Full time

    About TalanTalan is a leading consulting firm with a presence on four continents and a headcount of 5000 consultants. Our ambition is to reach the billion turnover by the end of 2025.Job OverviewWe are seeking a Client Onboarding Specialist to join an Investment Banking client in Central London. This role will involve working on contract/FTC till the end of...


  • London, Greater London, United Kingdom IFM Investors Full time

    About UsIFM Investors is a private markets manager with a focus on infrastructure, capabilities in unlisted and listed equity, private equity, and debt. We have a global network that helps us uncover opportunities.We do this by investing, owning, and financing the assets our clients and their beneficiaries rely on to live their lives.From energy storage to...


  • London, Greater London, United Kingdom Jupiter Asset Mgmt Full time

    Client Onboarding SpecialistWe are seeking a skilled Client Onboarding Specialist to join our team at Jupiter Asset Mgmt. As a key member of our client delivery team, you will be responsible for ensuring a seamless onboarding experience for our clients.Key Responsibilities:Project manage internal business partners to ensure timely and effective client...


  • London, United Kingdom Social Value Portal Full time

    **Who we are**: We’re a company on a mission to deliver £100bn in social value to help people, places and the planet thrive. We launched in 2014 and within a short time have become the market leader in measurement and reporting of social value in the UK. The market is still emerging but is growing very rapidly. We have recently received Series B...


  • 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...


  • London, United Kingdom LSEG (London Stock Exchange Group) Full time

    Department description LCH Ltd partners with market participants globally to offer clearing services for a diverse range of asset classes, including Equities, Fixed Income, FX, Rates and Repos. Operations sits at the heart of the organisation, providing services to internal and external customers and stakeholders across all asset classes. The division...


  • London, Greater London, United Kingdom Michael Page Full time

    At Michael Page, we are seeking a skilled Client Onboarding Specialist to join our team in London. As a key member of our Risk and Compliance department, you will be responsible for implementing and maintaining KYC client onboarding processes for our client base.Key Responsibilities:Ensure compliance with all relevant regulations and industry standardsWork...