Implementation Onboarding Manager
- Hiring Organisation
- Fundment
- Location
- London Area, United Kingdom
account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies … Maintain organized records of all contractual agreements Update and maintain the CRM system with accurate client information Essential Requirements: Previous experience working with an investment management platform and strong knowledge of financial products Experience in a client onboarding, or similar role within the financial services industry, ideally liaising ...