Client Onboarding and Implementation Specialist
2 weeks ago
We are seeking a professional to assist our global client onboarding function at Barings. This individual will be responsible for the firm's client implementation processes across the business, assuming end-to-end onboarding of new separately managed client accounts and fund onboardings.
This person will execute the day-to-day processes, liaise directly with clients and internal teams, and help drive enhancements to Barings' implementation processes and systems.
Primary Responsibilities:
- Facilitate post-sale client coverage
- Coordinate internal operational teams and shared services to ensure a superior client experience
- Coordinate contract negotiations and investment guideline decisions
- Work with Barings transfer agents to ensure AML/KYC processes are followed and clients' accounts are opened on a timely basis
- Prioritize client implementation activities
- Develop enhancements to Barings' implementation processes to improve efficiency
- Gain understanding of the firm's capabilities, products, and services
Qualifications:
- 5+ years of asset management experience
- Experience in client onboarding, project management, or transitions implementation
- Prior AML/KYC experience is a plus
- Effective communicator, both verbally and in writing
- Ability to work with multiple teams, clients, and investment professionals
- Experience using BPM and/or CRM software is a plus
- Outstanding interpersonal characteristics, reputation, and team orientation
- Bachelor's Degree, preferably in Finance or a related field
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