Client Onboarding Manager

Posted 3 weeks ago

The role reports to the Directors and the role necessitates a wide range of responsibilities to a variety of high-profile Corporate and Pension clients whilst assisting with the key people management in a supportive, yet progressive environment. You will be joining a team committed to delivering excellent service level and client delivery adding value to the governance of the schemes they manage, whilst honing your leadership skills. The role will require a leader to direct and lead a newly formed dynamic team and will span all products offered by the Company. The Company recognises the specialised field in which it operates is narrow and is open to applications from candidates in other financial services sectors.

KEY RESPONSIBILITIES (Included but not limited to)

  • Responsibility for the onboarding and integration of new clients;
  • Acting as the key client contact throughout the onboarding process to ensue seamless transition to BAU;
  • Coordinating and administration of client documentation and legal agreements, internal system set ups and project planning;
  • Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Compliance and Technology;
  • Participation in new business meetings, management meetings;
  • Production of management and onboarding reports;
  • Assisting with ad hoc projects or tasks as required;
  • Day to day team management with supervision, training, mentoring and coaching;
  • Working closely with all internal departments and external parties to help deliver a first class service;
  • Act as signatory;
  • Compliance with Anti Money Laundering and other Regulatory obligations including collation and upkeep of Client Customer Due Diligence (CDD);
  • Ensure high service levels are maintained and/or exceeded and meet performance and quality as well as complying with industry standards.


  • Proven track record working within the fiduciary, insurance, banking or pension industry or in a similar position;
  • Minimum 5 years’ experience in the finance services industry;
  • Professionally qualified (e.g. ICA, STEP, ICSA etc. or equivalent) is desirable or working towards professional qualification or qualified by experience;
  • Previous experience in team management;
  • Previous experience as a Signatory;
  • A strong sense of accountability, delivery, productivity;
  • Excellent organisation, communication and interpersonal skills;
  • Excellent knowledge on Client KYC requirements is an advantage but candidates from other finance sectors are encouraged and specific training can be provided;
  • Excellent sense of teamwork as well as the ability to work autonomously in a fast paced environment;
  • NAVISON software experience is desired but training can be provided;
  • Professional, personable and approachable;
  • Adaptable and self-motivated;
  • Support the Company to ensure work fulfils and exceeds compliance and quality standards.

Salary will be commensurate with experience;

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