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Client Onboarding Manager

2 months ago

Worthing, West Sussex, United Kingdom Equiniti Full time

Company Overview

Equiniti stands as a prominent global provider of shareholder, pension, remediation, and credit technology solutions. With a workforce exceeding 6000 employees, we cater to the needs of 37 million individuals across 120 nations.

Our vision at EQ is to emerge as the foremost global share registrar, delivering complementary services to our diverse clientele. Our core values—TRUST, COMMERCIAL, COLLABORATIVE, and IMPROVE—form the bedrock of our success. Now is an opportune moment to become part of EQ.

Position Overview

An exciting opportunity exists within the rapidly growing Employee Services (ES) division for a Share Plan Implementation Manager. This pivotal role entails overseeing the onboarding process for new clients acquired through various channels, including IPOs, competitor acquisitions, RFPs, and new product launches. You will collaborate with a dynamic, fast-paced team dedicated to delivering exceptional client service across multiple Employee Services offerings: All Employee (SIP and SAYE) and Premier (Discretionary, Executive, and Global Nominee). Our goal is to provide expert guidance to clients and key stakeholders, ensuring a seamless integration of new plans into the ES framework.

Key Responsibilities

As a Share Plan Implementation Manager, you will be responsible for:

  • Leading and managing the implementation of new share plans within the ES division.
  • Utilizing standardized processes to navigate the essential stages of service scoping, timeline agreement, planning, and preparation.
  • Creating the Employee Portal and producing necessary documentation, including client and payroll administration manuals.
  • Acting as the liaison with key stakeholders, both internally and externally.
  • Facilitating planning meetings, whether in-person or via conference calls, and ensuring all actions are tracked and followed up.
  • Delivering exemplary service to clients throughout the implementation phase and during the transition to business-as-usual (BAU) operations.

This role serves as a critical first touchpoint for new clients engaging with Equiniti, necessitating a confident individual capable of fostering effective relationships and possessing strong organizational skills. Familiarity with employee share plan products and experience in managing client-facing projects will be advantageous.

Essential Skills and Attributes

  • Comprehensive knowledge of Employee Share Plans.
  • Proficiency in MS Project.
  • Experience in executing client-facing projects.
  • Exceptional planning, organizational, and task delivery skills.
  • Ability to manage client relationships effectively.
  • Self-motivated with a strong team-oriented mindset.
  • Meticulous attention to detail.
  • Capability to identify and resolve risks efficiently.
  • Outstanding communication skills, both written and verbal.
  • Strong interpersonal skills and relationship-building capabilities.
  • Ability to thrive under pressure and meet tight deadlines.
  • Commercial awareness.

We are dedicated to promoting equality of opportunity for all staff and encourage applications from individuals regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, and marriage and civil partnerships.

Please note that any employment offer is contingent upon successful completion of pre-employment screening checks, which include verification of five years of activity and gaps, DBS or Access NI checks, as well as credit, sanctions, and CIFAS checks.