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The Client Onboarding Project Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Recognized technical authority for an area within the business.
Job Responsibility:
Work with Project Sponsor to ensure business case/cost benefit analysis is in line with business goals
Responsible for customer interaction
Responsible for various types of project management in the account services space
Responsible for the day to day management of executing to milestones and budget on one or more projects
Assess creation and ensure sign-off of project plan, charter, stakeholder management plan
Determines new work procedures, analyzes complex and variable issues
Understands client requirements and ensure they are implemented correctly
Monitors customer satisfaction and service level and drives process changes
Engages in project planning including cost management
Develops training content, training materials, trackers for the migration
Establishes risk management practice
Maintains a strong culture of risk and controls
Identifies means to reduce transaction defects
Develops performance matrices to track defects, productivity
Ensures clean audit results
Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks
Escalate project risks to the Project Director when appropriate
Ensure all stakeholders are identified and included in scope definition activities
Ensure all areas of the project are appropriately staffed
Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions
Requirements:
6-10 years relevant experience in financial services
Knowledge in Fund Services and Custody Services
Project management skill with in depth knowledge of project artefact management
Good interpersonal communication skills
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
Able to strive under pressure and covert opportunity from risk
Should be open to working staggered hour /shift / over weekend and on public holidays
Bachelor's/University degree or equivalent experience, potentially Masters degree
Nice to have:
Bilingual is a plus
What we offer:
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays
discretionary and formulaic incentive and retention awards
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