Pensions Data & OnboardingManager - Post Transactions London £45,000 - £65,000 per annum Leading BPA provider seeking a Pensions Data & OnboardingManager to join their Post Transactions team | London or Surrey based. Company client is a leading BPA provider seeking a Pensions Data & OnboardingManager to join their Post Transactions team from their London or Surrey office. As a Data & OnboardingManager to support the preparation and gathering of member data, supporting with data checks and providing guidance for more complex schemes working closely with the Transition team. You will be the more »
NEXA is looking for a HubSpot CRM Manager - Onboarding & Web Projects to join our CRM team in UAE. This is a role for a potential candidate who has experience in being responsible for the setup, maintenance, and optimisation of the HubSpot CRM system and is a strategic contributor … for improvement, and providing actionable recommendations. Building reports and dashboards to track key metrics and KPIs. Developing handover documents at the end of each onboarding summarising all of the onboarding project work for the client. HubSpot Website Projects Collaborate with web developers to design and build high-converting … client. Quality check the work that’s been done by the team to ensure high standards are maintained. Identify opportunities to up-sell HubSpot onboarding to website clients. System Administration and Configuration: Setting up and customising HubSpot CRM to meet the specific needs of a client. This includes creating more »
Are you a detail-oriented professional with a passion for coordinating complex processes? We are seeking a Client OnboardingManager to join a fantastic team at a leading Asset Manager. In this role, you will play a crucial part in ensuring the seamless onboarding and management of … Maintaining knowledge of the regulatory landscape and support the implementation of strategic and product initiatives Qualifications: At least 5+ years relevant experience in client onboarding/transitions or operational experience Excellent communication skills to deliver coherent and confident messaging Experience of setting up derivative trading on new portfolios will more »
US Investment Management business based in the City are looking to recruit an experienced Client Onboarding Manager. You will be responsible for the onboarding and management of Institutional clients who invest in segregated mandates. The role is very diverse covering the end to end onboarding process from … the contract negotiations, investment guidelines and leading a solution to ensure the client service deliverables are met. Responsibilities include: Project Manage and coordinate the onboarding process for Clients and Funds. Understanding clients requirements ensuring these are understood by key stakeholder and ensure the process is managed through a disciplined … both the client, their custodians and outsourced functions. Be the point of contact for new and existing EMEA institutional clients for operational, legal, general onboarding and service queries Manage the launch of new funds, participate in the ongoing service management of Product/Fund Launches and the facilitation of more »
Overview We are seeking a skilled Project Manager to join our team, specializing in the successful delivery of client projects, seamless onboarding experiences, and effective implementation of assessment solutions. The ideal candidate will possess a strong blend of project management expertise, client relationship management skills, and a passion … for delivering exceptional results in dynamic environments. Responsibilities Client Onboarding Lead the onboarding process for new clients, ensuring a smooth transition from sales to implementation. Collaborate with sales, training, and client success teams to understand client requirements and develop onboarding plans. Manage communication channels to provide clear … expectations, timelines, and updates to clients and internal stakeholders throughout the onboarding journey. Identify potential challenges or risks and proactively implement solutions to mitigate them. Conduct post-onboarding assessments to gather feedback and identify areas for improvement. Project Management Serve as the primary point of contact for client more »
