Asset Management - Client Onboarding Associate (Institutional)

Shape a client onboarding experience that is timely, controlled, and transparent. You will lead complex onboarding and account lifecycle events while partnering across teams to deliver a strong client experience. This role combines project management, operational knowledge, and risk awareness. If you enjoy coordinating stakeholders and improving processes, this is an opportunity to make measurable impact.
Job summary
As a Client Onboarding Associate in the Client Onboarding Management Team, you will lead new account onboarding and complex lifecycle events for institutional and strategic clients. You will serve as a primary point of contact through delivery, coordinating stakeholders, tracking milestones, and driving a controlled launch. You will identify risks early, maintain accurate documentation, and support continuous improvement to strengthen the client experience.
Job responsibilities
Project manage end-to-end new account onboarding for institutional and strategic client mandates
Coordinate account lifecycle events, including mergers, liquidations, closures, in-kind transfers, and custody changes
Act as a primary point of contact for clients throughout onboarding and delivery
Lead internal and external meetings to align stakeholders on scope, timelines, dependencies, and next steps
Maintain onboarding documentation, checklists, and project plans to support delivery transparency
Execute control checkpoints and confirm required approvals prior to launch
Apply subject matter knowledge to make day-to-day decisions within agreed procedures and risk controls
Partner with internal teams to align operational readiness and support new business initiatives
Communicate status, risks, and issues regularly, escalating where needed to protect delivery and controls
Support global onboarding partners by sharing best practices and contributing to standardization efforts
Identify, propose, and implement process enhancements that improve efficiency and the client experience
Required qualifications, capabilities and skills
Knowledge of financial products (e.g., equity, fixed income, foreign exchange, derivatives, and funds) and how they impact onboarding and post-launch operations
Understanding of trade lifecycle concepts from event inception through execution and operational settlement
Strong interpersonal skills with the ability to build effective working relationships across varied seniority levels
Project management capability with the ability to manage multiple initiatives concurrently from planning through delivery
Strong organization and time management skills with consistent follow-through on commitments and milestones
Proficiency in Microsoft Office (Excel, Word, and PowerPoint) and comfort using web-based tools
Strong verbal and written communication skills, including the ability to explain status, decisions, and risks clearly
Strong problem-solving skills and the ability to identify root causes and propose practical solutions
Experience using digital tools (e.g., Python, Tableau, or Alteryx) to support process improvement and reporting
Preferred qualifications, capabilities and skills
Experience in asset management, investment banking, or wealth management operations supporting client onboarding or related lifecycle activity
Professional qualification such as Certified Public Accountant (CPA) or a postgraduate finance qualification, or a Master of Business Administration (MBA) with 6 years of experience in the financial services industry
Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes