Client Onboarding Manager - Asset Management

Argyll Scott are very excited to bring this new permanent opportunity to market - a result of our client's expansion plans and positive business sentiment. Our client is a MNC Asset Management organisation, offering a supportive team environment, opportunity for career growth and development and competitive salary package.

Responsibilities

• Management of fund/mandate onboarding and off-boarding process including overall project planning of implementation to ensure required decisions are made in a timely manner to achieve desired outcomes.
• Identify impactedstakeholders of the change, to an existing client or fund and work closely with them to deliver timely, efficient, cost effective outcomes. Changes can include:

Authorised signature lists

SSI's

Account opening for funds

In species transfer

Regulatory or market changes

Custodian, FA, TA additions or changes

• Coordination of internal and external meetings, sourcing requirements and driving

request/query/changes outcomes.

• Perform detailed planning and accountable for overseeing delivery, tracking and reporting on each transition activity.
• Responsible for establishing, maintaining and updating team processes, procedures, checklists etc.
• Maintain up-to-date policy and procedure documentation for the team.
• Look for opportunities for continuous process improvement.
• Contribute to the team in a manner aligned to the company's culture and values.

Experience / Qualifications Required

• Bachelor's degree required.
• Minimum of 6 years in Asset Management industry experience performing a similar role.
• Strong knowledge base spanning across asset classes particularly derivatives, fixed income equity and markets.
• Experience with Blackrock Aladdin system an advantage.