
Financial Services Implementation Specialist
Há 4 dias
We are currently seeking an experienced Implementation Project Manager to oversee the onboarding of new clients onto our fund administration platform.
This key member will play a pivotal role in coordinating and managing multiple/simultaneous implementation projects by consistently communicating with and motivating clients. The individual will work closely with sales and investor services teams to ensure seamless transitions from sales to implementation.
Responsibilities include analyzing data thoroughly and precisely to maintain data integrity throughout the onboarding process, as well as extracting relevant information from operating agreements and subscription documents to upload limited partners to our system.
The successful candidate will have opportunities to enhance the efficiency and effectiveness of the onboarding process and collaborate with product and engineering teams to improve the customer experience.
- Project Management Experience
- Data Interpretation Skills
- Experience with Financial Data and Information
- Strong Communication and Interpersonal Skills
- Client-Facing Experience
- Excellent Organizational Skills and Attention to Detail
Our ideal candidate is a skilled project manager with strong analytical skills, excellent communication abilities, and a high degree of empathy. Prior experience working with financial data and information, as well as client-facing roles, is highly valued.
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