Consultant, Client Onboarding
Core
Manage direct and indirect communications with clients, service providers, and fund management companies to successfully run fund events (launches, mergers, migrations, liquidations) and coordinate operations teams.
Role type
Client Onboarding Consultant (Transformation)
Builds
Fund event initiatives and operational transformations
Domain
Wealth management / Asset servicing / Funds
Required skills
Project management, stakeholder coordination, fund lifecycle management, issue escalation, documentation management, analytical thinking, prioritization
Preferred skills
French, German
Technologies
Project tools, RAID logs, runbooks
Responsibilities
Manage communications with clients and service providers; coordinate operations teams for fund events; maintain project plans and documentation; identify and escalate issues; assist in updating service level agreements.
Seniority
Individual Contributor