Our client is seeking an End to End Coordinator Manager who will act as the project manager for client onboarding, service extensions, and off-boardings. The role requires ensuring that all business requirements are effectively captured, understood by relevant contributors, and delivered with the aim of achieving complete client satisfaction. The Manager will facilitate meetings between clients and internal subject matter experts, ensuring that service requirements and deliverables are clearly communicated to all parties involved. Detailed minutes and action logs will be maintained to provide a robust audit trail for compliance and governance. Additionally, the successful candidate will develop and maintain project plans, identifying key milestones, assigning work-stream owners, and tracking any risks and issues. A close partnership with the Head of KYC and Due Diligence is essential to align AML and KYC obligations with onboarding activities, thereby minimising regulatory risk and streamlining client acceptance. Technical expertise will be crucial in meetings with clients, E2E coordinators, and the Client Development team. This role is integral to ensuring that the end-to-end onboarding and offboarding process is well governed, compliant, and consistently meets client expectations.
Job Duties:
- Lead end-to-end client onboarding, offboarding, and service extension projects, ensuring timely delivery and client satisfaction.
- Coordinate the full project plan, defining milestones, assigning work-stream owners, and maintaining risk/issue registers.
- Facilitate communication between clients, Relationship Managers/Client Service Managers, and internal experts to prevent service mismatches.
- Schedule, chair, and document governance and ad-hoc meetings, producing minutes and maintaining an audit trail.
- Provide regular status updates to the Business Implementation Team and escalate risks or concerns to the Head of Onboarding & Regulatory Reporting.
- Communicate key milestones, such as BAC and CAC approvals, account openings, go-live dates, and project closure, to all stakeholders.
- Support Business/Client Development throughout the onboarding journey by providing relevant guidance.
- Arrange handover to BAU teams, preparing closure documents and transferring action plans to the relevant teams post-implementation.
- Conduct post-implementation reviews to capture client/internal feedback and submit improvement recommendations to the Service Quality Committee.
- Act as BAC/CAC Secretary when needed, coordinating committee meetings and maintaining action item logs.
- Lead continuous improvement projects to enhance departmental procedures and policies, ensuring they are up-to-date.
- Ensure completion and sign-off of onboarding plans and documentation for audit and control purposes.
- Collaborate with KYC/Due Diligence and Operational Onboarding Leads to ensure seamless project execution.
- Complete all mandatory compliance training within required timeframes and adhere to the Group’s Code of Conduct.
- Engage in ad-hoc projects, contributing project management expertise and governance support.
Job Requirements:
- Minimum of 10 years’ experience in the finance industry, with a proven understanding of industry terminology and regulations.
- Expertise in project management, with a capability to deliver projects from start to finish while anticipating requirements.
- Strong communication skills, both verbal and written, to clearly present complex information to diverse audiences.
- Experience in client onboarding, KYC onboarding, recertification, fund management, or financial-market regulations, with knowledge of relevant products and services.
- Understanding of Private Capital structures and regulatory frameworks governing fund structures and entities.
- Proven ability to lead projects independently, providing guidance and direction to others.
- Excellent organisational skills, capable of managing multiple tasks and adjusting priorities accordingly.
- Demonstrated resilience and attention to detail, ensuring high-quality outputs and compliance with processes.
What You’ll Love:
This role offers the opportunity to play a key role in maintaining and enhancing the organisation’s reputation. You will work in a collaborative environment with ample opportunities for professional development and skill enhancement in project management and client service delivery. The organisation values growth and provides a platform for continuous improvement and training in relevant areas.
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