Associate Director, Client Onboarding

TN United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Director for Client Onboarding in London. This pivotal role involves overseeing client onboarding and change events for EMEA and APAC clients. The successful candidate will engage with various stakeholders, ensuring smooth transitions and continuous improvement of processes. With a focus on project management, analytical skills, and relationship building, this position offers a unique opportunity to enhance client experiences in a dynamic environment. If you possess strong leadership capabilities and a keen problem-solving mindset, this role could be your next career milestone.

Qualifications

• Experience leading client onboarding and change events from the buy-side.
• Operational expertise in investment management industry and workflows.

Responsibilities

• Manage client onboarding, service change, and offboarding projects.
• Create and distribute project plans to stakeholders.
• Conduct post-onboarding reviews and document processes.

Skills

Client Onboarding

Project Management

Analytical Skills

Communication Skills

Problem Solving

Leadership Skills

Attention to Detail

Relationship Management

Education

Bachelor's Degree

Tools

Microsoft Office

Project Management Tools

Job description

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Associate Director, Client Onboarding, London

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Client:

Cambridge Associates LLC

Location:

London, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

1f71cf6a3d91

Job Views:

13

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

THE OPPORTUNITY

The role sits within our Client Implementations & Transitions team, which in turn forms part of our wider Global Portfolio Services group. The successful candidate will report to the manager of the Client Implementations & Transitions team. The successful candidate will primarily be responsible for the oversight and project management of; client onboarding, service change and offboarding events, for our EMEA and APAC client base. Throughout the course of such change events, the successful candidate will work with an array of internal (E.g., Business Development, Investment Directors, Operations, Legal, Compliance, etc.)) and external (E.g., Client, Family Offices or Advisors, Custodians/Banks, third-party providers, etc.) stakeholders, at all levels of seniority. In addition to their daily responsibilities, the successful candidate will be required to contribute to the continuous improvement of our client implementation and change framework, with a view to further refine process and ultimately, enhance our client experience.

RESPONSIBILITIES

• Project management and coordination of; client onboarding, service change and offboarding events, for our EMEA and APAC client base.
• Creation, maintenance and regular distribution of project plans to ensure both internal and external stakeholders are kept informed of; project status, outstanding actions and notable risks or concerns.
• Chair regular meetings for internal and external stakeholders. Distribute meeting agendas and minutes, as standard.
• Ensure notable risks are escalated to senior leaders within the firm.
• Act a point of escalation for project stakeholders and assist with query resolution and risk mitigation to ensure that ‘implementation barriers’ are removed promptly.
• Provide timely, high-quality responses to project inquiries.
• Ensure that project milestones, SLAs and KPIs are monitored and achieved.
• Document evidence of completed project tasks to satisfy our ‘System and Organization Controls’ (SOC 1) obligations. Additionally, respond to internal and external audit requests, as required.
• Ensure ‘Day 2’ tasks are documented and handed over to an appropriate individual/group.
• Conduct post-onboarding review and lessons learned.
• Develop and maintain processes, policies and procedures.
• Contribute to the continuous improvement of the client implementation and change framework.

SKILLS, KNOWLEDGE AND EXPERIENCE

• Bachelor’s degree (preferably in a relevant field).
• Experience leading client onboarding and change events from the buy-side (I.e., Investment managers, Hedge Funds, etc.) is essential.
• Demonstrable operational expertise (in particular, knowledge of the investment management industry, back and middle office workflows and supporting services providers) and proven track record with implementing complex operating models.
• Knowledge of alternative asset classes, in particular; Private equity, Hedge Funds, Real and Credit is a requirement.
• A strong understanding of the regulatory regimes in EMEA and APAC, which affect investment managers operating in these regions, is highly preferred.
• Excellent project management and leadership skills.
• Must be a keen problem solver. The individual should be able to confidently tackle unfamiliar challenges and tasks.
• Excellent analytical skills and attention to detail.
• Able to effectively manage and escalate project risk.
• Exceptional communication skills, both verbal and written. Must be confident communicating with, and presenting to, stakeholders at all levels of seniority.
• Ability to build and maintain strong relationships with clients and stakeholders.
• Ability to multi-task and manage time is critical. The individual will be tasked with overseeing multiple change projects simultaneously.
• Ability to work independently and to tight deadlines.
• A proven track record of identifying and implementing process improvements.
• Able to work collaboratively with others – both as a project lead and as a contributor (to ad-hoc strategic initiatives).
• Proficient in using Microsoft Office (Excel, Power Point, Word, SharePoint and Visio) and project management tools.

Please submit cover letter and resume for consideration