Client Onboarding Manager
Core
Manage daily client onboarding functions, ensuring compliance with regulatory requirements and maintaining accurate client records.
Role type
Senior operations manager (client onboarding & compliance)
Builds
Client onboarding processes and risk control matrices
Domain
Financial services / Investment management / Regulatory compliance
Deliverable
dashboards & analysis
Required skills
Regulatory compliance knowledge, team supervision, risk management, process improvement, technical problem solving, management reporting
Preferred skills
Team leadership, change management, business initiative review
Technologies
Operational systems, risk and control matrix tools
Responsibilities
Oversee team tasks and resolve reconciling items, rectify errors and escalate anomalies, provide technical advice on complex issues, maintain accurate client records, support implementation of risk and control matrices, review business policies from an operational perspective, manage change delivery for operational infrastructure, prepare management information and KRI reports, conduct training needs analysis for team members.
Seniority
Senior, hands-on IC with team oversight