Asset Management, EMEA Client Onboarding Management, Associate

As a EMEA Client Onboarding Management Associate in EMEA Client Onboarding Management team, you will manage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge, strong Client Service skills and analytical acumen. If you are able to demonstrate leadership, identify areas of opportunity and design/implement new operating models, this may be the role for you.
Job Responsibilities
Manages new account onboarding for Institutional Client mandates, including Segregated portfolios, Advisory and Sub-Advisory mandates, and lifecycle events such as Mergers, Liquidations, Closures, In-Species, and Custody Changes
Acts as the point of contact with and for the Client during the end-to-end onboarding timeline. Upon a new business win, introduce yourself as the onboarding specialist lead and take responsibility for end-to-end Client engagement, coordination, and management until funding
Leads internal stakeholder and external Client meetings to ensure events are effectively scoped, managed, and delivered within agreed timeframes, providing an excellent level of Client service
Completes and maintains event documentation, including onboarding checklists, account opening information, product specifications, project plans, and any other related documents
Collaborates effectively across internal teams to leverage expertise, products, and service delivery. Lead business support initiatives, including representation at Control Committee Meetings or through the New Instrument Approval process
Demonstrates strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks
Supports the global client onboarding teams to develop best practice standards and consistency, and identify ways to improve processes/procedures to enhance the Client experience
Required qualifications, capabilities, and skills
Ability to clearly and effectively communicate with clients, both verbally and in writing which includes active listening, understanding client needs, and conveying information in a way that is easy to understand
Building and maintaining positive relationships with clients
Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients
Excellent time management skills
Collaborating with other team members to provide comprehensive client support
A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment
Trade flow knowledge from event inception, trade execution through to operational settlement
A strong understanding of Fund Accounting, Transfer Agency and Custody
Project Management experience with the ability to manage initiatives concurrently end to end
Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions
Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively
Preferred qualifications, capabilities, and skills
Asset Management or relevant Investment Banking, Wealth Management experience
Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx