New Business Onboarding Team Lead

Wednesday, September 1, 2021 | Guernsey

The New Business Onboarding Team Lead creates the first impression of The ID Register with our clients. Together we are client-focussed, constantly becoming more efficient through improvements to our platform and clearly in control of multiple concurrent onboardings from large and small clients alike.


PEOPLE

  • Manage the training needs, career progression, work and priorities of a team of analysts.

  • Comfortably manage senior clients on product demonstrations and status updates.

  • Actively encourage a culture of continuous improvement through new ideas.

  • Work closely with the Operations Leader to maximise efficiency and client satisfaction.

 

PROCESS

  • Track the status and timelines of all clients from start to finish of each onboarding.

  • Ensure that all activity reflects a defined process and is undertaken within set parameters.

  • Demonstrate knowledge of Private funds and their structures in order to onboard new clients in a timely and effective manner.

  • Support other Senior Analysts as required.

  • Identify areas for process improvements in order to maximize the efficient processing of all duties.

 

SYSTEM

  • Maximize the use of technology in all processes in order to control risk and improve efficiency.

  • Understand the system design and how it is applied.

  • Suggest technology improvements in pursuit of efficiency.

  

MANAGEMENT

  • Manage and support a team of on boarding analysts.

  • Support the measurement and reporting of performance using well considered indicators.

 

KEY RESULT AREAS

  • Competent and knowledgeable team who meet or exceed clear metrics.

  • Continuously improving systems and processes that are understood by all staff.

  • Clear customer onboarding timelines and consistent experiences.

  • Ability to deal at ease with senior international clients.

 

TARGET VOCATIONAL QUALIFICATIONS

  • Bachelors degree level qualification

  • Project Management and KYC qualifications are preferred but not essential

 

ABOUT YOU

  • 3 – 5 years project management and stakeholder management experience.

  • Fluent spoken and written English.

  • Presence and confidence when managing staff.

  • Methodical with an organized and self-starting approach to work.

 

 

Come join us! Apply via the link below.