Client onboarding manager Work, Jobs in Kingston Upon Thames, Gtl (with Salaries)

Institutional Client Onboarding Analyst
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Bachelor's degree
- Annual leave
- Work from home
Project Manager, Client Onboarding
FIA-Tech —London
- Full-time
- Sales
- SQL
- Analysis skills
Quick apply
Client Onboarding Executive
LegalAndGeneral —London
- Full-time
- Hybrid work
- Project management
- Organisational skills
- Communication skills
- Employee discount
Quick apply
8d
Senior Customer Success Manager, Enterprise - United Kingdom m/f/d
AB Tasty —London
- From £70,000 a year
- Full-time
- Hybrid work
- Google Suite
- Travel
- AI
- Annual leave
Quick apply
Partner Onboarding Coordinator
ELMOgroup —Horsham
- £32,000 - £34,000 a year
- Hybrid work
- Project management
- AI
- Negotiation
- Employee assistance programme
- Employee discount
KYC Client Onboarding Analyst
G MASS —London
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Global Operations Coordinator - BCG Institute
Boston Consulting Group —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
Recruitment & Talent Acquisition (Tech & Finance, All Levels) - UK Wide
Concept AI Ltd —London
- £30,000 - £150,000 a year
- Full-time
- Hybrid work
- In-person
- Tax experience
- Flexitime
- Work from home
Quick apply
KYC Analyst
McArthurGlen UK Ltd —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Quick apply
Onboarding Account Executive
Bridebook —London
- Hybrid work
- CRM software
- Continuous improvement
- Annual leave
London Office - People Advisor/ HR Advisor - Hybrid working (M/F/D)
L.E.K. Consulting —London
- Hybrid work
- Microsoft Excel
- English
- Analysis skills
8d
Client Relationship Manager - Deposit Platform
Corpay —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Customer service
- Annual leave
- Employee discount
Senior Client Success Manager
Artificial Labs Ltd —London
- Hybrid work
- Google Suite
- Communication skills
- Employee assistance programme
- Life insurance
Sustainable Production Manager (Film & TV) Full Time
Sustainable Film —Iver
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Management
- Data analysis skills
- Maintenance
- Free parking
Quick apply
11d
Kenyon International Call Centre (KICC) Manager
TrustFlight —St. Helier
- Weekend availability
- Spanish
- Travel
- Contracts
Quick apply
Human Resources Advisor
Markmonitor Inc. —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Talent Acquisition Partner
Finn Partners —London
- Full-time
- English
- Bachelor's degree
- Business
- Life insurance
Quick apply
B2B Delivery Manager
Laundryheap —London
- Full-time
- CRM software
- Microsoft Excel
- Sales
Quick apply
Onboarding Account Executive Account Management · London · Hybrid
BrideBook —London
- Hybrid work
- CRM software
- Continuous improvement
- Annual leave
7d
Global Banking & Markets- Client Onboarding & Configuration Analyst- London
Goldman Sachs —London
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Employee assistance programme
8d

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Institutional Client Onboarding Analyst

Fisher Investments Europe -
London

Apply Now

Job details

Full-time

Benefits

Annual leave
Company pension
Work from home
Employee assistance programme

Qualifications

Microsoft Office
Project management
Bachelor's degree
IT
Communication skills

Full job description

Overview:

The Opportunity:

The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

The Day-to-Day:

Manage the on-boarding of new institutional segregated and fund accounts
Subject matter expert as it relates to international institutional funds and separately managed accounts
Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process
Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items
Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts
Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
Coordinate with international institutional custodians to support the trading, implementation, and operations aspect of institutional accounts
Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements; and create, document and implement policies and procedures
Coordinate contract negotiation between our clients and internal teams; including Legal and Senior Management

Your Qualifications:

Bachelor's degree or equivalent combination of education and experience required
Experience in institutional financial Operations/Onboarding required (5+ years)
Experience with fund sub-distributor and/or database platform support preferred
Highly developed qualitative and/or quantitative skills required
Excellent project management skills and experience
Excellent verbal and written communication skills
Ability to adapt to changes in a fast paced, team environment
Ability to prioritize workload and manage time across various tasks
Proficient in Microsoft Office software

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
$10,000* fertility, hormonal health and family-forming benefit
A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
Gym subsidy of up to £50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practises ongoing training, educational support and employee appreciation events
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Refine Your Search

client onboarding manager jobs in kingston upon thames, gtl

Institutional Client Onboarding Analyst

Project Manager, Client Onboarding

Client Onboarding Executive

Senior Customer Success Manager, Enterprise - United Kingdom m/f/d

Partner Onboarding Coordinator

KYC Client Onboarding Analyst

Global Operations Coordinator - BCG Institute

Recruitment & Talent Acquisition (Tech & Finance, All Levels) - UK Wide

KYC Analyst

Onboarding Account Executive

London Office - People Advisor/ HR Advisor - Hybrid working (M/F/D)

Client Relationship Manager - Deposit Platform

Senior Client Success Manager

Sustainable Production Manager (Film & TV) Full Time

Kenyon International Call Centre (KICC) Manager

Human Resources Advisor

Talent Acquisition Partner

B2B Delivery Manager

Onboarding Account Executive Account Management · London · Hybrid

Global Banking & Markets- Client Onboarding & Configuration Analyst- London

I want to receive the latest job alerts for client onboarding manager in kingston upon thames, gtl

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