Client Onboarding Manager

Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities: Co-ordinate the take-on process for institutional segregated and pooled fund investorsLiaising internally with teams such as Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment and Implementation Teams and Client GroupCo-ordinating meetings, documenting progress, managing timelines and identifying potential issues related to cash funding and/or transfersEstablish servicing and operating processes with the clients appointed third party representativesSet-up client portfolios and other records and liaise with the company appointed Investment Administrator to arrange for the set-up of client portfoliosWork alongside the Compliance department to ensure that all regulatory obligations are met with respect to the Anti-Money Laundering (AML) process for new clientsConduct post onboarding hand-over meetings with the relevant departments internallyCo-ordinate the operational set up of new Funds and support transitional activity on existing FundsSet-up of call accounts/broker dealer accounts with Investment Administrator and updating of internal systems accordinglyOn-going maintenance of static information within internal systems in relation to client portfolios and internal funds
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