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Client Implementation Manager
2 months ago
Job Summary
We recognize and reward individuals who demonstrate exceptional work ethic, personal and professional integrity, effective communication skills, and expertise in specific strategies. As a team player, you will be responsible for collaborating with internal teams and clients to drive enhancements to our implementation processes and systems.
Key Responsibilities
- Participate in the end-to-end implementation experience by facilitating post-sale client coverage and ensuring seamless onboarding processes.
- Coordinate with internal operational teams and shared services, such as compliance, legal, and investor services, to ensure timely and efficient client onboarding.
- Work closely with Barings transfer agents to ensure all Anti-Money Laundering (AML) and Know-Your-Customer (KYC) processes are followed, and client accounts are opened in a timely manner.
- Facilitate the prioritization of client implementation activities and develop enhancements to our implementation processes to improve efficiency.
Requirements
- 5+ years of experience in asset management, with a focus on client onboarding, project management, or transitions implementation.
- Prior experience in AML/KYC processes is a plus.
- Effective communication and writing skills, with the ability to collaborate with internal teams and clients.
- Experience using Business Process Management (BPM) and/or Customer Relationship Management (CRM) software is a plus.
- Bachelor's Degree in Finance or a related field.