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Global Client Onboarding Specialist

Finance Network
London, United Kingdom
£70k - £80k
Closing date
Dec 13, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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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