Job Description
Job Description
What will you be doing?
The Client Onboarding Integration Manager has end to end responsibility for ensuring all acquired clients pass through the Client Due Diligence (CDD) and conflict check process for S&W and it’s acquired entities, ensuring that Legal and Regulatory responsibilities are fulfilled and business risk is effectively managed.
Here you’ll be accountable for the Client Onboarding integration processes through the Due Diligence phase, to post completion, to ensure all clients have been successfully integrated. You will be the point of contact, providing planning and delivery updates to the integration teams; coaching and mentoring for those undertaking the work and being the key contact for Partners and Directors whose clients are passing through the process. The Client Onboarding Integration Manager may also be asked to take forward special assignments / projects on an ad hoc basis.
This is a permanent role to be based at our Liverpool office with 2 days per week minimum office attendance.
Plan and manage the delivery of conflict checks undertaken as part of pre-deal Due Diligence and manage the delivery of Client Due Diligence (CDD) integration activity post completion
Collate, analyse and report on delivery progress
Identify and escalate emerging risks and iss...