Senior Associate, Client Onboarding/implementation Manager

Barings

Charlotte, NC, United States
Client implementation processes
End-to-end onboarding
Liaising with clients and internal teams
Barings is seeking a professional to assist its global client onboarding function, with responsibility for the firm’s client implementation processes across the business, assuming end-to-end onboarding of new separately managed client accounts and fund onboardings

Job Summary

  • Barings is seeking a professional to assist its global client onboarding function, with responsibility for the firm’s client implementation processes across the business, assuming end-to-end onboarding of new separately managed client accounts and fund onboardings.
  • This position will coordinate internal operational teams and shared services to ensure a superior client experience, facilitate contract negotiations, and ensure AML/KYC processes are followed.
  • Barings offers a comprehensive benefits package including medical, dental, vision, 401(k) with company match, life insurance, and paid time off.

Matching Summary

Barings is seeking a professional to assist its global client onboarding function, with responsibility for the firm’s client implementation processes across the business, assuming end-to-end onboarding of new separately managed client accounts and fund onboardings.

Skills & Requirements

Must-have

  • Client implementation processes
  • End-to-end onboarding
  • Liaising with clients and internal teams
  • AML/KYC processes
  • Prioritize client implementation activities

Nice-to-have

  • Drive process enhancements
  • Team member collaboration
  • Dedication to client interests
  • Outstanding interpersonal characteristics

Key Requirements

  • 2+ years asset management experience
  • Client onboarding experience
  • Project management experience
  • Bachelor's Degree in Finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter