12 дней назад
Institutional Onboarding Associate, EMEA (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Institutional Onboarding Associate, EMEA (Financial Services): Coordinating institutional client onboarding and post-launch account activities across EMEA with an accent on investment vehicle implementations, governance, and stakeholder engagement. Focus on managing competing deliverables, identifying risks, and maintaining accurate processes that support positive client outcomes.
Location: Edinburgh, United Kingdom; hybrid working with 4 days per week in the office
Company
is a forward-thinking asset manager serving institutional clients through investment expertise and client partnerships.
What you will do
- Support institutional client onboarding across the EMEA region.
- Coordinate onboarding projects across multiple investment vehicles.
- Manage post-launch changes and account closure activities.
- Partner with clients, internal colleagues, and third parties.
- Maintain internal governance, process controls, and data accuracy.
- Deliver a professional client service experience.
Requirements
- Experience in client service, onboarding, operations, or project coordination within financial services.
- Ability to manage multiple deliverables and competing priorities.
- Experience working with internal and external stakeholders.
- Bachelor’s degree or equivalent professional experience.
- Excellent written and verbal English communication skills.
- Proficiency in Microsoft Office, particularly Excel and PowerPoint, with strong analytical and attention-to-detail skills.
Culture & Benefits
- Work in a welcoming, inclusive, and supportive culture.
- Collaborate with globally diverse teams across a growing EMEA business area.
- Access opportunities for professional development.
- Flexible working arrangements may be considered based on individual preferences.
- Returners are encouraged to apply.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
9 дней назад
Technical Services Implementation Consultant (IDV and nSaaS)
13 дней назад
Client Account Manager (Energy Networks)
30 173 - 38 860GBP
11 дней назад
Manager, Strategic Customer Onboarding (Fintech)
123 200 - 154 000$
11 дней назад
Delivery Manager (Fintech)
72 702 - 80 780GBP
11 дней назад
Service Assurance Manager (IT Service Management)
14 дней назад