Client Onboarding Manager

**Overview**

The purpose of the Client Onboarding Manager role is to project manage the onboarding of new clients; the launch, restructure or closure of client funds / products; coordinating asset transitions and registry migrations and offboarding of clients. The role will also support the design, development and launch of Fund Solutions products and services.

**Key Accountabilities and main responsibilities**

Strategic Focus
- Coordination and project management of new client onboarding across operations, fund accounting and registry.
- Manage the implementation and launch of new products and funds for existing clients.
- Participate in the design and development of new products and services for Fund Solutions.

Operational Management
- Coordinate and project manage transitions and restructures end to end from development of the transition / project plan through to implementation / “go live”.
- Update and maintain project plans and activities trackers with key activities and deliverables.
- Coordinate meetings and working groups with key internal and external stakeholders.
- Use continuous process improvement methodologies to develop transition plans and onboarding processes.

People Leadership
- Ensure all key stakeholders are engaged and provided with regular updates / progress reports on client onboarding and transition activities.
- Coordinate internal business units to ensure deliverables and objectives are completed to project / transition timelines.
- Liaise with and coordinate external stakeholders (i.e. clients, custodians, investment managers and service providers).

Governance & Risk
- Ensure appropriate levels of governance and risk management are applied to all client on-boarding and product / service implementation activities.
- Escalate any risks or difficulties which threaten the successful completion of the client onboarding, transition or project.

**Experience & Personal Attributes**
- Approximately 5+ years transition management / client on-boarding experience.
- Project management experience.
- Strong verbal and written communication skills.
- Strong stakeholder management skills.
- Highly organised and ability to manage multiple tasks and activities.
- Knowledge of custody, fund accounting, operations and registry services.

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

We are a leading independent Authorised Fund Manager and provider of fund administration and transfer agency services.

We leverage our specialist knowledge and technology to support traditional and alternative funds in UK, Ireland, Luxembourg and Australia. With a focus on strong governance, regulatory expertise and risk management, our business helps to manage regulatory compliance for asset managers and investors.

Our unique place in the market, combined with our partnership approach, depth of experience and well-invested systems, enables us to support investment managers through the challenges of changing market and investor needs, and, as a result, help them to enhance returns, minimise costs and mitigate their risks.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.