Global Client Onboarding Specialist
- Employer
- Finance Network
- Location
- London, United Kingdom
- Salary
- £70k - £80k
- Closing date
- Dec 3, 2023
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- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Primary responsibilities/essential functions in this role include:
- Uses expert knowledge in functions to enhance the organization
- Develops solutions to complex problems that require the use of ingenuity and innovation; ensures solutions are consistent with organizational and business objectives
- Provides guidance on complex and/or ambiguous operational issues, technical questions, and business processes
- Develops best practices, processes, and procedures
- Proactively reviews team processes and work output to identify opportunities for improvement or enhancements
- Develops and helps enhance/maintain workflows within Appian and other technologies
- Coordinates and implements newly developed policies, processes and procedures
- Proactively identifies areas of risk and makes recommendations for process controls.
- Develops and maintains workflow guides/documentation
- Autonomously leads new and complex client activity
- Provides leadership during the client activity process considering factors such as client needs, business impacts, resources, and operational risk, and recommends solutions to the impacted areas where needed
- Analyzes client requests and helps engage and organize business areas to address potential impacts and mitigate risk
- Troubleshoots unusual or non-standard client requests and reviews them with the appropriate business units for discussion
- Collaborates with Legal and Operational partners to understand requirements and customization, and deliver to client expectations
- Communicates with clients and their service providers such as transition managers, custodian banks and KVGs when issues are escalated
- Coordinates with internal departments including our legal, relationship, portfolio, and operational teams as needed
- Coordinates and leads business problem and process analysis. Collaborates with business partners in shaping and implementing solutions
- Provides leadership/direction to the team, department, and key business partners.
- Serves as technical resource and/or subject matter expert to the team and other departments to resolve issues, enhance processes and share knowledge
- Participates in and leads cross departmental initiatives (i.e., client transitions, systems implementation) with focus on operational and client related impacts
- Leads and participates in development of departmental vision for high impact, complex departmental or cross functional initiatives
- Translates vision into project scope by planning, prioritizing, coordinating and overseeing departmental projects
- Continues to deepen knowledge of domain area and proactively shares best practices and collaborates with global counterparts in teams with similar responsibilities
- Performs quality checks and/or reviews oversight reports to verify the accuracy of work prepared by other associates and mitigate risk
- Helps identify, assess, and address training needs for the team
- Supports managers to identify strengths and skill development opportunities for less senior and junior level associates
- Participates in the training and development of other associates. Provides feedback to managers regarding special training requirements for associates
- Serves as a positive role model and mentor for other associates
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