Client Onboarding Manager

Mayford James

London, United Kingdom

Contract

2025-06-25T12:15:36.400Z

21047461

Full time

Competitive

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 stakeholders and ensure the process is managed through a disciplined approach.


• Liaising with both the client, their custodians and outsourced functions.


• Be the point of contact for new and existing EMEA institutional clients for operational, legal, general onboarding and service queries.


• Manage the launch of new funds, participate in the ongoing service management of Product/Fund Launches and the facilitation of new share classes, inspecie transfers and switches.


• Proactively engage in process improvements to drive efficiencies and services as well as participate in larger transformational change initiatives (including workflow mapping etc).

To be considered for this role you must have a strong background in a client focused position and have extensive experience in the client onboarding process from an Investment Manager with experience of onboarding segregated accounts. You will have demonstrable experience in projects, process improvement and process mapping. You will have exceptional communication skills as well as be proactive, collaborative and focused mindset.

#s1-Gen

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 custodians and outsourced functions. Be the point of contact for new and existing EMEA institutional clients for operational, legal, general onboarding and service queries Manage the launch of new funds, participate in the ongoing service management of Product/Fund Launches and the facilitation of new share classes, inspecie transfers and switches Proactively engage in process improvements to drive efficiencies and services as well as participate in larger transformational change initiatives (including workflow mapping etc) To be considered for this role you must have a strong background in a client focused position and have extensive
experience in the client onboarding process from an Investment Manager with experience of onboarding segregated accounts. You will have demonstrable experience in projects, process improvement and process mapping. You will have exceptional communication skills as well as be proactive, collaborative and focused mindset.