4 Onboarding Specialist Jobs

TransPerfect is looking for a results-oriented Technology Onboarding Specialist capable of working directly with clients & users to transform their business goals into working software solutions using GlobalLink technology. You will work closely with clients and sales to identify real-world customer problems and business opportunities. Using that more »

TransPerfect is looking for a results-oriented Technology Onboarding Specialist capable of working directly with clients & users to transform their business goals into working software solutions using GlobalLink technology. You will work closely with clients and sales to identify real-world customer problems and business opportunities. Using that more »

Our client is a UK bank with the culture and spirit of a fast-moving, disruptive tech company who are looking to recruit a Onboarding Executive to join their office in Cardiff, where there is a hybrid working policy in place. The role will pay a competitive salary and … comes with a range of benefits. The Onboarding Executive is a new position within their wider Customer Onboarding team. What is expected of the Onboarding Executive? Conduct objective, fair, thorough, and timely investigations into approved Business applications Establishing if Businesses are complying with Terms and conditions and … volume of investigations effectively and efficiently Contacting their customers to request relevant supporting evidence and understand account activity. What we look for in a Onboarding Executive? Able to draw own conclusions based on relevant data and make the right decisions, considering both the business and customer outcomes Role would more »

LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented. Our client values diversity in the … and mandate changes Coordination of legal agreements including investment management agreements (IMA's) and investment guidelines documents Extensive internal liaison to ensure a seamless onboarding documentation process Working closely with Institutional Client Services, legal, compliance, sales, portfolio managers and operations to support the negotiation of mandate terms Support the … agreements Experience Proven experience working with segregated client agreements and/or IMA's (investment management agreements) Good investment management experience and dealing with onboarding process and mandate changes Excellent communication skills and the ability to project manage the onboarding and legal documentation process Our mission is to more »