Client Onboarding Analyst

Job Title: Client Onboarding Analyst, Officer

Location: London, UK - Hybrid

Duration: 12 Months Contract - Must have own Laptop initially

Key Responsibilities

• To accurately draft, co-ordinate and proactively lead the entire contracting process for all agreement types
• Facilitate and co-ordinate all internal partners involved in the contracting process, clearly communicating any contractual documentation changes and ensuring their comments are fully reflected in the contract and requisite approvals are obtained
• Ensure that the established contracting process is followed using the workflow tool for all contract production to mitigate risk
• Develop and maintain good working relationships with all internal partners throughout the pre, mid and post contracting stages
• Team mailbox and ad-hoc queries management
• Drive the delivery of a client-centric, relationship building approach to ensure service excellence

Experience and Skills

• Strong investment management client servicing and/or contracting skills
• Experience supporting Institutional/Intermediary clients is highly desirable
• Good knowledge of the different participants in the fund management business and their roles
• 4+ years industry experience
• Experience of building and maintaining good working relationships with internal partners
• Confident with excellent attention to detail, deeply accurate and well organized
• Good control/risk mitigation mentality with the judgment to escalate when necessary
• Track record of identifying and implementing process improvements
• Strong communication (verbal and written) skills with both internal and external clients at all levels and regions
• Ability to operate efficiently and effectively to tight deadlines and to prioritize own work
• Good team player