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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, the company serves 37 million individuals across 120 nations.

Our vision at EQ is to establish ourselves as the foremost global share registrar, delivering complementary services to our diverse clientele. Our core values are the bedrock of our success: we are RELIABLE in fulfilling our commitments, FOCUSED on generating long-term value, COOPERATIVE in our methods, and we ENHANCE our capabilities and services continuously. Now is an exceptional time to consider a role with EQ.

Position Overview

An exciting opportunity has emerged within the expanding Employee Services (ES) division for a Share Plan Implementation Manager. This pivotal role involves taking charge of 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 client-focused results across 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. Exceptional communication, teamwork, and a commitment to collaboration are essential for ensuring a successful onboarding experience and delivering top-tier service to our clients.

Key Responsibilities

  • Engage with clients to discuss new business opportunities and product specifications, establishing a delivery timeline.
  • Plan and execute the introduction of new business initiatives or products.
  • Act as a Subject Matter Expert (SME) for clients, addressing technical inquiries related to plan setup and ongoing administration.
  • Conduct regular planning meetings (in-person or via conference calls) and keep stakeholders informed.
  • Collaborate with Employee Services Operations and other critical business areas to fulfill client-specific needs.
  • Coordinate with external service providers (administrators, payrolls, client-designated designers, printers, translators, legal advisors).
  • Ensure that all deliverables align with contractual service specifications.
  • Facilitate understanding of client service requirements among ES Operational teams and key business areas.
  • Ensure all task documentation adheres to regulatory and compliance standards prior to client approval.
  • Develop an administration manual detailing key event processes, client responsibilities, and necessary file formats.
  • Provide marketing communication support and assist with client presentations and roadshows.
  • Support the Business Development Manager and other stakeholders with RFPs and tenders.
  • Deliver a comprehensive Business As Usual (BAU) handover to the Client Services Manager once implementation is complete.
  • Conduct Post Implementation Reviews (PIR) to capture lessons learned.
  • Travel as needed for business purposes.

Required Skills and Attributes

  • Strong knowledge of Employee Share Plans.
  • Experience utilizing MS Project.
  • Proven track record in managing client-facing projects.
  • Exceptional planning, organizational, and task execution skills.
  • Ability to cultivate and manage client relationships effectively.
  • Self-motivated with a strong sense of teamwork.
  • Meticulous attention to detail.
  • Capability to identify and mitigate risks efficiently.
  • Outstanding communication skills, both written and verbal.
  • Strong interpersonal skills and relationship-building capabilities.
  • Ability to perform well under pressure and meet tight deadlines.
  • Commercial acumen.

Equiniti is committed to providing equal opportunities for all employees and encourages applications from individuals regardless of age, disability, gender, sexual orientation, race, religion, or marital status.

Any employment offer is contingent upon satisfactory pre-employment screening, which includes verification of five years of activity and gaps, as well as checks for criminal background, credit, sanctions, and CIFAS.