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Client Onboarding Manager

1 month ago

London, Greater London, United Kingdom Barings Full time

At Barings, we're committed to delivering exceptional client experiences through our global client onboarding function. We're seeking a skilled professional to join our team and drive the end-to-end implementation process for new separately managed client accounts and fund onboardings.

Key Responsibilities

  • Facilitate post-sale client coverage and coordinate internal operational teams to ensure a superior client experience
  • Coordinate contract negotiations and investment guideline decisions to drive business growth
  • Work closely with Barings transfer agents to ensure AML/KYC processes are followed and client accounts are opened on a timely basis
  • Prioritize client implementation activities and develop enhancements to Barings' implementation processes to improve efficiency
  • Develop a deep understanding of the firm's capabilities, products, and services to provide exceptional client support

Requirements

  • 5+ years of asset management experience with a focus on client onboarding, project management, or transitions implementation
  • Prior AML/KYC experience a plus, with effective communication and interpersonal skills
  • Ability to work with multiple teams, clients, and investment professionals to drive business growth
  • Experience using BPM and/or CRM software a plus, with a Bachelor's Degree in Finance or a related field

Barings is an Equal Employment Opportunity employer, committed to diversity and inclusion. We welcome applications from all qualified candidates.