As an Onboarding Specialist, you will manage the end-to-end implementation of Institutional Client mandates. You will collaborate across our global business to support client and business growth, ensuring an exceptional client experience. Responsibilities include project managing new account onboardings, acting as the point of contact during onboarding, leading meetings, maintaining documentation, collaborating with internal teams, reporting to stakeholders, and supporting process improvements. Key skills include effective communication, relationship building, financial product knowledge, project management, and proficiency with MS Office. Preferred qualifications include experience in Asset Management or Investment Banking, and familiarity with digital tools like Python and Tableau.
