27 Aug 2021

Client Onboarding Manager

Ref 34020

Our client is looking for a Client Onboarding Manager who will be responsible for the coordinating and administration of client documentation, legal agreements and internal system set ups and project planning.

The chosen candidate will ensure high service levels are maintained or exceeded and meet performance and quality as well as complying with industry standards.

The ideal candidate will have:

  • Proven track record working within the fiduciary, insurance, banking or pension industry or in a similar position
  • Minimum 5 years’ experience in the finance services industry
  • Professional qualification (e.g. ICA, STEP, ICSA etc. or equivalent) (desirable) or working towards professional qualification or be qualified by experience
  • Previous experience in team management
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