Client Onboarding Specialist

JR United Kingdom; Cardiff; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services company is seeking a Client Onboarding Manager to facilitate a seamless onboarding experience for investors. The candidate will be responsible for managing client inquiries, ensuring compliance, and participating in process improvements. Ideal applicants have a background in Asset Management and strong client service skills.

Qualifications

• Experience in Asset Management and client onboarding.
• Proven abilities in managing the end-to-end onboarding cycle.
• Knowledge of mutual fund operations and compliance standards.

Responsibilities

• Act as key contact during the onboarding process for clients.
• Manage and coordinate onboarding workflow across internal teams.
• Maintain controls to ensure regulatory compliance and client satisfaction.

Skills

Client Relationship Management

Communication

Data Analysis

Problem-Solving

Job description

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Client Relationship Management: Act as a key point of contact for clients and the sales organization throughout the onboarding process, from initial engagement to the first investment. Proactively address client inquiries regarding fund details, account structures, and regulatory requirements, ensuring clarity and confidence.

Onboarding Orchestration: Manage the end-to-end onboarding process for new investors, ensuring a smooth and efficient experience. This includes coordinating communication and workflow across multiple internal teams (Compliance, Legal, AML) to meet client expectations and deadlines.

Process Management & Control: Maintain rigorous internal controls and quality checks to ensure accuracy and compliance with regulatory requirements. Provide timely updates to clients and internal stakeholders on the status of their accounts.

Coordination with AML/KYC Compliance: Collaborate closely with the dedicated AML/KYC team to ensure thorough due diligence is conducted on all new clients, adhering to all relevant regulations and internal policies in a timely manner.

Continuous Improvement: Identify opportunities to streamline and enhance onboarding processes, leveraging data analysis and problem-solving skills to recommend and implement solutions. Actively participate in projects to improve efficiency and client satisfaction.

Communication & Collaboration: Communicate effectively with all levels of the organization, both verbally and in writing, to convey complex information clearly and concisely. Foster a collaborative team environment, sharing knowledge and supporting colleagues.

Ownership & Accountability: Take ownership of assigned projects and tasks, demonstrating a proactive and results-oriented approach. Manage competing priorities effectively, ensuring deadlines are met and client expectations are exceeded

Must-Haves:

• Experience working within Asset Management.
• Experience working in a client service/ client onboarding role managing the full end-to-end cycle.
• Knowledge of offshore mutual fund transfer agent operations, processing, and compliance standards focused on the distribution side.