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Asset Management - Client Onboarding Associate (Institutional)
Asset Management
Shape a client onboarding experience that is timely, controlled, and transparent. You will lead complex onboarding and account lifecycle events while partnering across teams to deliver a strong client experience. This role combines project management, operational knowledge, and risk awareness. If you enjoy coordinating stakeholders and improving processes, this is an opportunity to make measurable impact.
Job summary
As a Client Onboarding Associate in the Client Onboarding Management Team, you will lead new account onboarding and complex lifecycle events for institutional and strategic clients. You will serve as a primary point of contact through delivery, coordinating stakeholders, tracking milestones, and driving a controlled launch. You will identify risks early, maintain accurate documentation, and support continuous improvement to strengthen the client experience.
Job responsibilities
- Project manage end-to-end new account onboarding for institutional and strategic client mandates
- Coordinate account lifecycle events, including mergers, liquidations, closures, in-kind transfers, and custody changes
- Act as a primary point of contact for clients throughout onboarding and delivery
- Lead internal and external meetings to align stakeholders on scope, timelines, dependencies, and next steps
- Maintain onboarding documentation, checklists, and project plans to support delivery transparency
- Execute control checkpoints and confirm required approvals prior to launch
- Apply subject matter knowledge to make day-to-day decisions within agreed procedures and risk controls
- Partner with internal teams to align operational readiness and support new business initiatives
- Communicate status, risks, and issues regularly, escalating where needed to protect delivery and controls
- Support global onboarding partners by sharing best practices and contributing to standardization efforts
- Identify, propose, and implement process enhancements that improve efficiency and the client experience
Required qualifications, capabilities and skills
- Knowledge of financial products (e.g., equity, fixed income, foreign exchange, derivatives, and funds) and how they impact onboarding and post-launch operations
- Understanding of trade lifecycle concepts from event inception through execution and operational settlement
- Strong interpersonal skills with the ability to build effective working relationships across varied seniority levels
- Project management capability with the ability to manage multiple initiatives concurrently from planning through delivery
- Strong organization and time management skills with consistent follow-through on commitments and milestones
- Proficiency in Microsoft Office (Excel, Word, and PowerPoint) and comfort using web-based tools
- Strong verbal and written communication skills, including the ability to explain status, decisions, and risks clearly
- Strong problem-solving skills and the ability to identify root causes and propose practical solutions
- Experience using digital tools (e.g., Python, Tableau, or Alteryx) to support process improvement and reporting
Preferred qualifications, capabilities and skills
- Experience in asset management, investment banking, or wealth management operations supporting client onboarding or related lifecycle activity
- Professional qualification such as Certified Public Accountant (CPA) or a postgraduate finance qualification, or a Master of Business Administration (MBA) with 6 years of experience in the financial services industry
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes