Client Onboarding Specialist
Posted 5 days ago by Insight Global
Negotiable
Undetermined
Undetermined
London Area, United Kingdom
Summary: The Client Onboarding Specialist serves as a vital liaison between clients and the sales organization during the onboarding process, ensuring a seamless transition from initial engagement to investment. This role involves managing the onboarding process, coordinating with various internal teams, and maintaining compliance with regulatory requirements. The specialist is also responsible for continuous improvement of onboarding processes and effective communication across the organization.
Key Responsibilities:
- Act as a key point of contact for clients and the sales organization throughout the onboarding process.
- Manage the end-to-end onboarding process for new investors, ensuring a smooth experience.
- Maintain rigorous internal controls and quality checks for accuracy and compliance.
- Collaborate with the AML/KYC team for thorough due diligence on new clients.
- Identify opportunities to streamline onboarding processes and implement solutions.
- Communicate effectively with all levels of the organization to convey complex information.
- Take ownership of assigned projects and manage competing priorities effectively.
Key Skills:
- Bachelor’s degree.
- Experience working within Asset Management.
- Experience in a client service/client onboarding role managing the full end-to-end cycle.
- Knowledge of offshore mutual fund transfer agent operations and compliance standards.
- Understanding of KYC/AML processes.
- Irish & Luxembourg fund knowledge (plusses).
- Experience with EU funds (plusses).
- Experience with Cayman Island funds (plusses).
Salary (Rate): undetermined
City: London Area
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
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: Bachelor’s degree 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. Understanding of KYC/ AML processes.
Plusses: Irish & Luxembourg fund knowledge Experience with EU funds Experience with Cayman Island funds.