Onboarding Specialist
5 days ago
We are seeking a highly skilled and motivated Onboarding Associate to join our growing client-facing team at Novata. As an Onboarding Associate, you will play a critical role in ensuring our clients' experiences on our platform are efficient, impactful, and built for scale.
Key Responsibilities- Develop and implement effective onboarding strategies to ensure seamless client experiences.
- Collaborate with Customer Success Managers to provide exceptional support and guidance to clients throughout the onboarding process.
- Manage client relationships and communicate regularly to ensure their needs are met and exceeded.
- Work closely with cross-functional teams, including product, marketing, and services, to ensure onboarding processes are aligned and prioritized appropriately.
- Continuously monitor and improve onboarding processes to ensure they are efficient, effective, and aligned with client needs.
- Proven experience in customer-facing roles, preferably in the private equity, finance, or ESG space.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Strong problem-solving skills, with the ability to think creatively and develop innovative solutions.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
- Strong analytical skills, with the ability to collect and analyze data to inform onboarding strategies.
- A competitive salary and benefits package, including comprehensive health benefits and opportunities for professional development.
- A dynamic and supportive work environment, with a team that is passionate about making a positive impact in the private markets.
- The opportunity to work with a cutting-edge technology platform and contribute to the growth and success of Novata.
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Client Onboarding Specialist
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Client Onboarding Specialist
4 days ago
London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full timeJob Summary:We are seeking an experienced Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a Client Onboarding Specialist, you will play a critical role in ensuring a smooth and timely transition of new clients into our client's funds.Key Responsibilities:Coordinate and support client transitions into new funds,...
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Client Onboarding Specialist
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Client Onboarding Specialist
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London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Client Onboarding Specialist to join their dedicated Transitions team in investment operations. This is a fantastic opportunity for a motivated individual with 1-2 years of experience in client servicing, middle office, or back office operations to transition into a project...
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Client Onboarding Specialist
3 days ago
London, Greater London, United Kingdom SitePoint Pty Full timeSenior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...
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Client Onboarding Specialist
3 days ago
London, Greater London, United Kingdom SitePoint Pty Full timeSenior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...
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