Client Onboarding Specialist

JR United Kingdom; Wakefield; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the asset management sector is looking for a dedicated individual to manage the client onboarding process. You will serve as a key contact, overseeing regulatory compliance, enhancing the overall client experience, and fostering collaboration across teams. This role requires strong problem-solving abilities and a proactive mindset to ensure efficient outcomes.

Qualifications

• Experience in Asset Management.
• Experience in client onboarding managing the full cycle.
• Knowledge of offshore mutual fund operations and compliance.

Responsibilities

• Act as a point of contact for clients during onboarding.
• Manage end-to-end onboarding process for new investors.
• Ensure compliance with regulations and maintain internal controls.
• Identify opportunities for process improvement.

Skills

Client Relationship Management

Communication

Problem Solving

Data Analysis

Job description

Social network you want to login/join with:

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.