Institutional Client Onboarding Analyst

Client Onboarding Salary – Up to £70,000Location – VictoriaClient Delivery is to be a newly formed department created within the wider Operations function. The Client Delivery team will have a mandate to focus on an improved customer onboarding process and experience for clients. To achieve this objective required an experienced Client Onboarding...

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. The Opportunity: The Fisher Investments Europe Institutional Funds Analyst will work directly with the Institutional Funds Team Leader, Institutional Management, the Directors of the firm's funds, custodians, institutional...

The role is very diverse covering the end to end onboarding process. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring these are understood by key stakeholder and ensure the process is managed through a disciplined approach. Liaising with both the client, their...

The role is very diverse covering the end to end onboarding process from coordinating the contract negotiations, investment guidelines and leading a solution to ensure the client service deliverables are met. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring...

KYC Client Onboarding Analyst (Financial Services) Our client, a leading organization in finance, technology and financial news sector, is looking for diligent, highly motivated and talented KYC Client Onboarding Analyst to join a dynamic and thriving Know Your Customer (KYC) team and function. This is an exciting opportunity to contribute to their thriving...

Reporting to the Head of Client Onboarding, you will be a key member of the team responsible for performing KYC onboarding, maintenance, and off-boarding activities for clients. This involves identifying and analyzing AML and sanctions risks, deep diving into potential red flags/ highlighted risks, and escalating to the Head of Onboarding, Compliance or...

Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client Onboarding Manager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of institutional segregated and pooled fund investors.Responsibilities...

The Opportunity: Wonderful opportunity to work for a hugely successful, ambitious and innovative investment management boutique that is at the top of its game. This is a genuinely unique opportunity to support so closely and intimately the sales and marketing function of such a fantastic business. A real career opportunity Supporting a growing but very well...

We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...

The Institutional Client Account Management team support the future growth of our UK and EMEA business across both Institutional and wholesale/intermediary clients. At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group operating in 34 markets and with 54 years of...

Team description The FX Technical Onboarding team are responsible for ensuring that clients are migrated effectively onto LSEG FX sell-side APIs, including Cash RFQ, Algos and Options, as well as other workstreams. The team is technically focused but client facing as they are ensuring technical needs are met both internally and externally so that migrations...

Main Duties Responsible at the highest level for the overall client experience Serve as the principal contact for clients, providing exceptional service that meets their unique needs promptly and exceeds expectations. Engage regularly with key client stakeholders and influencers, establishing a consistent and insightful dialogue. Offer comprehensive access...

One of our top tier asset management clients is expanding their Client Service Solutions team. It is a versatile role straddling distribution and operations, working with complex institutional clients. Acting as the escalation point for internal client service teams.The RoleFoster excellent working relationships with key business areas, engaging with senior...

An independent investment manager is currently seeking a proactive and client-oriented Institutional Relationship Manager, this client-facing role focuses on maintaining and expanding the global client base, particularly among institutional clients in the UK, Europe, and APAC such as pension funds, endowments, foundations, and sub-advised fund...

Job Title: International Institutional Relationship Manager (Maternity Cover)Role Overview: A prestigious global asset manager seeks a proactive and client-focused Institutional Relationship Manager for a fixed-term maternity in their London office. This crucial role involves maintaining and expanding their global client base, particularly institutional...

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. The Fisher Investments Institutional Group manages over $40 billion in global assets for foundations, pensions, corporations and other institutional clients. Providing exceptional service to our clients is essential to retaining,...

Tier 1 Global Bank requires a securities client migration business analyst for a mult-year global transformation intiative Senior Business Analyst (full lifecycle) Fund and Custody experience in Securities Services setting Euroclear “Fundsettle” or Clearstream Vestima product experience (ideally) High Level Role Description Gather client/...

We're currently seeking a Client Services Associate to join the Corporate & Investment Banking division of a global banking group. In this role, you'll support some of the world's most intricate corporate and institutional clients, offering tailored services and wholesale products to meet their unique needs.Client Services oversees the day-to-day...

THE COMPANY:Our client is multinational banking company, with over 13,000 branches worldwide.ResponsibilitiesManage and develop relationship with Financial Institutions clients.Execute deals, whether syndicated or bilateral, for banks and non-bank FI clients including deals sponsored by such clientsConduct high quality due diligence, credit analysis and...

State Street Global Advisors (SSGA) is the investment management arm of State Street Corporation, one of the world's leading providers of financial services to institutions. SSGA's Client Coverage Group is responsible for all institutional and intermediary client facing activities including new business development, relationship management, client...