04 Oct 2021

On-Boarding Manager

Ref 33783

A major financial services group is looking to recruit an On-Boarding Manager to join their Business Implementation department. 

The role holder will act as Project Manager to ensure that the business requirements related to the on boarding of a new clients or the service extension/off-boarding of all new and existing clients are understood, implemented by the different contributors resulting in their client’s full satisfaction. 

This will include the facilitation of meetings between clients and internal subject matter experts to ensure that service requirements & deliverables are clearly understood by all parties, producing minutes and action logs as evidence for audit trail purposes, together with plans identifying key milestones and work-stream owners. 

This will include the on board of new Investors, obtaining all relevant KYC and other documentation adhering to Group & Local procedures

The desirable candidate will have the following skills, experience and attributes: 

  • Strong problem-solving skills with an excellent awareness of operational & reputational risk
  • Experience in one of the following areas: Client Onboarding, KYC onboarding, Recertification, Fund Management or Financial Market Regulations
  • Good understanding of Private Capital structures
  • Experience of interacting with Clients at Senior levels within their organisation.
  • Previous experience in a Client Development role with exposure to BAC/CAC/CAC+
  • Minimum 5 years working in a Securities Services environment
  • Excellent understanding of Corporate Governance and reporting requirements
  • Relevant professional qualifications: Prince 2


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