Client Onboarding Specialist
Dalriada Trustees Limited
full-time
Posted on:
Location Type: Hybrid
Location: Belfast • 🇬🇧 United Kingdom
Visit company websiteJob Level
JuniorMid-Level
About the role
- We are seeking a Client Onboarding Specialist for a role that combines client installation and elements of pension scheme management.
- Provide support in the transition process for onboarding new clients within our group of companies.
- Manage the part of the Transition Plan related to scheme documentation and required information, supporting the effective delivery of the overall project.
- Own the Client Take-On process in relation to scheme documentation, required information and regulatory compliance.
- Ensure that the Client Take-On process is aligned with and supports our clients' initial and ongoing regulatory requirements.
Requirements
- Good project management skills, including experience with project planning, risk management, and stakeholder management.
- Excellent communication skills, both written and verbal, with the ability to summarise and communicate technical information.
- Strong analytical and problem-solving skills, with an excellent attention to detail as well as the ability to identify and help mitigate project risks and issues.
- Qualified to A-level standard or equivalent relevant industry qualifications.
- Good working knowledge of Microsoft Office systems and an ability to familiar with and use new platforms.
- A working knowledge and understanding of occupational pension schemes.
- An awareness of the regulations applicable to occupational pensions.
- Bachelor's Degree or equivalent relevant industry qualification.
- 2 - 5 years pensions industry experience with demonstrable expert knowledge of pension scheme documentation and effective scheme governance.
- A deep understanding of occupational pension regulatory and legislative requirements.
- Project management skills, with previous experience of pension scheme transition to a new provider.
- Experience working with various clients and internal and external stakeholders.
Benefits
- A competitive remuneration package is on offer.
- Flexible within commutable distance of one of our offices and able to travel to our other offices across the UK when required.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementrisk managementstakeholder managementanalytical skillsproblem-solving skillsattention to detailpension scheme documentationscheme governanceregulatory complianceoccupational pension regulatory requirements
Soft skills
communication skillswritten communicationverbal communicationability to summarise informationclient managementattention to detailability to identify project risksinterpersonal skillsorganizational skillsadaptability
Certifications
A-level standardBachelor's Degree