Asset Management, EMEA Client Onboarding Management, Associate

Overview

In this role you will manage end-to-end onboarding for Institutional Client mandates, coordinating with global teams to deliver a seamless client experience. You will act as the onboarding lead, guiding engagements from kickoff to funding and addressing risks proactively. You will run cross-functional meetings, document onboarding plans, and push for best-practice process improvements. You will help shape operating models and support the global onboarding team in maintaining high standards of service and control.

Responsibilities

• Manage end-to-end onboarding for Institutional Client mandates (Segregated portfolios, Advisory and Sub-Advisory), including lifecycle events
• Serve as the primary point of contact with the client during onboarding
• Lead internal and external meetings to scope, manage, and deliver events on time with excellent client service
• Create and maintain onboarding documentation (checklists, product specs, project plans)
• Collaborate across internal teams to leverage expertise and service delivery
• Lead business support initiatives and participate in Control Committee Meetings or New Instrument Approval processes
• Provide regular status updates to stakeholders and proactively identify risks and controls issues
• Support global onboarding teams in developing best-practice standards and improving processes for client experience

Key requirements

• Clear and effective client communication, written and verbal
• Strong relationship-building with clients and senior stakeholders
• Excellent time management and multi-tasking abilities
• Team collaboration to deliver comprehensive client support
• Solid knowledge of Equity, Fixed Income, Currency, Derivatives and Funds
• Trade flow knowledge from inception to settlement
• Understanding of Fund Accounting, Transfer Agency and Custody
• Project management experience managing concurrent initiatives
• Ability to handle multiple client requests with timely resolutions
• Strong MS Office skills (Excel, Word, PowerPoint) and web-based tools

• Excellent communication and active listening
• Relationship-building
• Time management
• MS Office (Excel, Word, PowerPoint)
• Python (preferred)
• Tableau (preferred)

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