Client onboarding manager Work, Jobs in St Albans, Hrt (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
Client Services Manager
Qureos Inc —London
- £48,000 - £64,000 a year
- Full-time
- CRM software
- Marketing
- Microsoft Office
- Annual leave
Client Services Manager
Socaan Business Solutions Ltd —London
- £3,800 - £4,300 a month
- Full-time
- Management
- Customer service
- English
Quick apply
3d
Business Support and Office Manager
Lanson International —Covent Garden
- £29,334.87 - £30,000.00 a year
- Part-time
- Supervising experience
- First Aid Certification
- Organisational skills
Quick apply
14d
Client Relationship Manager
Partner Capital —Mayfair
- £44,700 - £45,000 a year
- Full-time
- English
- Microsoft Office
- Business development
Quick apply
Talent Development Partner
Pinnacle Group —London
- £45,000 a year
- Hybrid work
- Hospitality
- Management
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Client Experience Manager
Hermès Paris —London
- Full-time
- Hybrid work
- Hospitality
- Management
- Sales
Client Onboarding Manager
Williams Stanley and Co —London
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Client Success Manager
Optimiser —London
- £40,000 - £50,000 a year
- Full-time
- Sales
- Marketing
- Bachelor's degree
Quick apply
Portfolio Raid Manager
M Group —Stevenage
- Azure
- Organisational skills
- Agile
- Annual leave
- Employee assistance programme
14d
Collections Agent
Flatpay —London
- English
- Contracts
- IT
Quick apply
Fleet Hire Operations Manager
M Group —Stevenage
- Microsoft Excel
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
Client Success Onboarding Manager
Anaqua —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Project management
Quick apply
18h
Customer Success Manager
SCOR —London
- Spanish
- Project management
- Bachelor's degree
Project Manager, Client Onboarding
FIA-Tech —London
- Full-time
- Sales
- SQL
- Analysis skills
Quick apply
Resident Engagement Manager
Pinnacle Group —London
- £35,000 - £40,000 a year
- Hybrid work
- Microsoft Office
- Travel
- IT
- Annual leave
- Employee assistance programme
Quick apply
Client Retention Manager
Dow Jones —London
- Google Suite
- Data analysis skills
- Analysis skills
Junior Account Manager
Fodafilment —Welwyn Garden City
- £28,000 - £30,000 a year
- Full-time
- Customer service
- Organisational skills
- In-person
Quick apply
2d
Global Operations Coordinator - BCG Institute
Boston Consulting Group —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
9d
Commercial Manager
NowMedical Ltd —Chiswick
- £50,000 a year
- Full-time
- Management
- Bachelor's degree
- QuickBooks
Quick apply
4d

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client onboarding manager jobs near st albans, hrt

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 st albans, hrt

Institutional Client Onboarding Analyst

Client Services Manager

Client Services Manager

Business Support and Office Manager

Client Relationship Manager

Talent Development Partner

Client Experience Manager

Client Onboarding Manager

Client Success Manager

Portfolio Raid Manager

Collections Agent

Fleet Hire Operations Manager

Client Success Onboarding Manager

Customer Success Manager

Project Manager, Client Onboarding

Resident Engagement Manager

Client Retention Manager

Junior Account Manager

Global Operations Coordinator - BCG Institute

Commercial Manager

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