Reports to Business Product Owner – Aztec Connect
The Client Implementation Lead will support the operational onboarding for new Aztec Connect portals for our clients with key areas of coordination, MI reporting, and working with our client delivery teams. This role involves pivoting between Aztec Connect project team spanning client stakeholders, project managers and IT specialist colleagues of all seniorities to support and develop the onboarding process. The ambition is for every Fund Administration client to have an Aztec Connect portal.
This role will work with a range of stakeholders, including Client Relationship Leads and their teams, IT teams, Project Managers, and the Business Product Owner.
Key responsibilities:
- Coordination: Provide coordination for internal client teams and stakeholders to execute the launch full implementation of new client portals and their third party affiliate portals.
- Multiple Delivery: Maximise the impact of successful portal launches through running multiple onboarding plans
- Query Management: Handle enquiries into the shared mailbox, answering or referring queries
- Continuous improvement: Using sources, such as the mailbox, feed continuous improvement into the project team to mitigate future queries and streamline the process for client teams to self-service.
- Best practices: Identify and champion best practices across the portfolio liaising with the project team to inform the adoption and standardisation.
- Client experience: Through the standard launch and implementation approach driving a positive client team and client experience to deliver a high touch, high tech service
- Risk culture: Proactively champion the mitigation of risk establishment and maintenance of robust, consistent controls within processes and client interactions
Skills, experience, qualifications: - Planning and Organising: Essential competency to organise own workload, plan, forecast and administer documentation.
- Stakeholder and client management: Excellent communication and collaboration skills with a high quality service to both our client delivery teams and our clients
- Coordination: Ability to launch, run and manage multiple implementation plans
- Proactive: Self-starter skills, taking initiative to deliver optimum outputs for clients, process improvements and opportunities that elevate the client experience
- Project support: (desirable) Experience in supporting and delivering projects and improvement initiatives
- Technical skills including:
- Microsoft suite foundation experience – ideally SharePoint, Teams, Excel, Loop
- Understanding of business improvement tools such process improvement beneficial