Job Description:

Our Client, a leading global Asset Management firm, are looking for an Onboarding Specialist to join their team in Edinburgh.

You will be instrumental in managing the onboarding experience of new and existing clients. You will also play a key role in identifying and driving process improvement opportunities that lower the risk of errors and increase efficiency in control environment, policies and procedures.

The successful candidate should have a demonstrable experience in a fast-paced multinational environment and strong client service skills.

Essential Skills/Experience:

• At least 5 years onboarding/ transitions experience in a fast-paced multinational environment
• Strong attention to detail skills
• Excellent written and verbal communication skills
• Knowledge of any other European language is a plus
• Excellent working knowledge of Microsoft software such as Outlook, Word, Excel and PowerPoint and Information Technology skills
• Strong client service skills and a passion for delivering service excellence

Core Responsibilities:

• Coordinate and run launch and change events with all impacted partners
• Partner with sales and client service teams and to manage the onboarding experience by clearly articulating the key landmarks to implement a new portfolio or a desired change
• Review activity dashboard and handle the tasks associated with client onboarding activities
• Provide critical control functions such as requesting/receiving sign-offs from key functions in advance of launches/changes becoming effective and incorporating service level agreements into credible end-to-end timelines
• Build strong relationships across the organisation by listening carefully to our internal partners and working hard to deliver for the firm
• Identify and drive process improvement opportunities that lower the risk of errors and increase efficiency
• Participation in the development and implementation of continuous improvement of the control environment, policies and procedures, looking for ways to innovate and drive the business forward, delivering a superior client experience
• Assist in the training and development of team members, helping them prioritise their own workloads appropriately.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 13394

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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