Client Onboarding Manager

Job Description

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.