We have a great opportunity for a Client Onboarding Manager to join a global financial services provider.
The successful candidate will be expected to work on their own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients.
Key duties will include:
- Being primarily responsible for the onboarding and integration of new clients
- Coordination of client adoptions, account openings, legal agreements, internal system set ups, and project planning
- Coordinating internal functions to onboard new clients
- Providing regular status updates of onboardings and conversions to new clients
More information about this role is available upon request – contact the team today for further details.