Client Onboarding and Implementation Specialist

2 weeks ago


London, Greater London, United Kingdom Barings Full time

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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