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    Associate Director, Client Onboarding - Boston, United States - Fanning Personnel

    Fanning Personnel
    Fanning Personnel Boston, United States

    1 week ago

    Default job background
    Description

    • Project management and coordination of the US onboarding and transition events including planning, overseeing and executing operational implementation through a thorough understanding of the firm's business and operational environment and applying a disciplined approach to the process and stakeholder management, both internal and external
    • Develop great insight of process and procedures for onboarding and transitions, supporting stakeholders throughout the process providing regular and accurate progress updates, and escalating any issues promptly
    • Ensure agreed internal SLA's are met, proactively communicate with all parties internally, and ensure that all onboarding activity is actioned appropriately
    • Facilitate problem resolution demonstrating a solution driven approach
    • Monitor, track and report progress in accordance with framework in place to clients, key stakeholders and Senior Management
    • Deliver high quality responses to onboarding inquiries or issues in a timely manner to assure that barriers encountered during the process are monitored and overcome
    • Maintain Service Organization Controls (SOC 1) report evidence for onboarding control execution and facilitate internal and external audit requests related to client onboarding internal controls as needed
    • Drive continuous improvement of established client onboarding process flows and procedures to ensure efficiency and effectiveness of processes
    • Maintain expertise with the information necessary to successfully onboard a client and how this information accurately translates from contracts to the firm processing systems
    • Conduct post-onboarding reviews and hand-over meetings with the relevant departments internally

    Qualifications :

    • Bachelor's Degree, with 5 years+ of relevant experience
    • Experience in onboarding/transitioning investment management clients is essential
    • Strong operational expertise and demonstrated ability to project manage the implementation of complex operating models
    • Exceptional communication, both verbal and written, and interpersonal skills with the ability to manage relationships with clients and stakeholders and to articulate complex concepts to a variety of audiences both internally and externally
    • Ability to independently manage own portfolio of events, working effectively and efficiently on multiple projects simultaneously
    • High attention to detail and ability to maintain the highest standards and attention to detail
    • Excellent analytical skills, strong awareness of process efficiency and risk mitigation
    • Critical thinker and problem solver mindset, ability to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business
    • Team player with ability to work without supervision and ability to achieve depth of learning and self-development within the role
    • Track record of delivering process improvements
    • Multitasker who can adhere to tight deadlines and maintains resiliency under pressure
    • Strong proficiency with various technology including Microsoft Office applications (Excel, Power Point, Word & Visio) and project management tools

    Required Years of Experience :
    5

    Additional Info :
    #J-18808-Ljbffr
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