CLIENT INTEGRATION MANAGER PERES
Posted on :
20-04-2024
Employer Active
1 Vacancy
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Jobs by Experience
5years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
20-04-2024
Job Description
CLIENT INTEGRATION MANAGER PERES
The Client Integration (CI) team are key client facing contacts supporting clients from onboarding through to business growth product extension and client off boarding Helping drive overall client satisfaction interoperability and growth in profitability Client Integration team partners with clients and internal stakeholders and is responsible for new client onboarding existing client fund launches mergers liquidation and offboarding.
The Client Integration manager will translate clients requirements into executable solutions working with partners in Product Operation Coverage Tax DD and directly with Clients AIFM Notary External Lawyers etc...
The Client Integration manager has a deep understanding of PERES products and services design and
development principles traditional and agile delivery ensuring solutions are designed to add commercial value
Primary responsibilities :
- Lead by example embrace change be honest speak up build strong & enduring partnerships across the business
- Represent Client Integration function in front of all local stakeholders
- Present Client Integration roles & responsibilities at client prospect pitches
- Managing onboarding by client s geography / business type / hybrid models Managing Migrations In / Restructuring / Liquidation / Migration Out
* Execute with Onboarding Management Framework
* Defining onboarding scope designing and implementing agreed service in charge of coordination in between
departments related to the onboarding.
- Define and Agree Business Transition Documents Detailed Operating Model documents/Operating Memos & SLAs as required
- Organizing liquidations and migration out with supervision and linkage in between sales legal invoicing and ops to ensure proper closure in the systems.
- New Business Tracker PERES Database other business databases handling/updating/redesign as required
- Be highly knowledgeable in the various IS products and utilize cross selling opportunities during the onboarding process
- Assess the scale and complexity of the project and propose the appropriate operating model based on the outcome of this assessment
- Actively participate in the continuous improvement of the onboarding process by proposing concrete and pragmatic solutions and leading as necessary post implementation reviews.
- Ensure any potential depositary risks identified during the onboarding process are addressed and remediated with our depositary team.
- Managing risk and operating within the IS risk framework is a key part of the mandate:
* Operational risks to be considered delivery risk product risk IT risk people risk processing & execution risk
* Reputational risk if we fail to delivery client change or onboarding on time and within budget
* Legal & Regulatory risk if the change negatively impact s company business model
Experience and skills :
ESSENTIAL :
- Strong leadership relationship management communications and partnership development capabilities and skills
- Creative proactive passionate with exceptional problem solving skills and attention to details
- Highly organized selfmotivated and entrepreneurial with willingness to take initiative and drive to deliver outstanding client service in a timely manner
- Ability to thrive in a fastpaced independent highpressure corporate environment
- Ability to embrace organizational changes
- Proficient in MS Office and business software
- Pay due regard to the interests of customers and treat them fairly
- Experienced Onboarding practitioner with structured analysis/process techniques conflict resolution and presentation skills.
- Good communication skills in both English and French
DESIRABLE :
- Outstanding technical writing and verbal communications expertise
- Ability to absorb and analyse complex information and data understand relevance synthesize and summarize
Employment Type
Full Time
Key Skills
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