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Client Onboarding Manager

Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/RW/28116
Contact Rosalie Wallis
Date posted 22-09-2018

Our Company is looking for a Client Onboarding Manager to manage the on boarding and documentation of clients whilst liaising with all involved stakeholders. The role will be required to work on global on boarding.

• The management of the complex on boarding of Clients as identified during the RFP phase.
• Fulfilling any regulatory requirements through collecting all required documents and achieving a sign off from clients and/ or internal teams.
• Overseeing and monitoring progress of internal operational components.
• Tracking and reporting progress of each on boarding against their progress plan and the resolution of any delay or issue.

• Relevant experience in a similar role and similar companies.
• Great project management skills and the ability to analyse data.
• Interpersonal and communication skills are critical.
• The ability to explain technical concepts to a non-technical audience.

For more information on this role or to discuss other opportunities in financial services please contact Rose Dean on 0203 145 3342 or

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Contact Rosalie about this job

Director, Consultant