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Job Description
Structured overview of role & requirementsAbout This Role
Manage account and client creation across investment, accounting, and performance record platforms to enable investment processes.
Lead and coordinate client onboarding projects involving Clients, Relationship Management, Legal, Product, and Investment Operations to ensure smooth onboarding.
Own data quality, validation, and operational execution, collaborating with various internal and external stakeholders to resolve data issues and improve client lifecycle management.
Minimum Requirements
8+ years experience in operational or service roles within financial services, preferably asset management, with client onboarding/servicing expertise.
Bachelor’s Degree or equivalent experience.
Strong project management and data analytics skills with a track record of driving process improvement and automation.
Work Experience Required: 8 years plus in relevant roles. Notice period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in complex project management and coordinating cross-functional teams for client onboarding.
Strong analytical and data-driven decision maker focused on operational excellence and risk mitigation.
Comfortable driving change and digital transformation in a regulated asset management environment.