Client Onboarding & Operational Change Specialist

Eden Scott's client is seeking a detail-oriented and proactive Client Onboarding & Operational Change Specialist to join their financial services team in Edinburgh on a 50-week temporary contract. This role is ideal for an individual with a strong understanding of onboarding processes, compliance requirements, and operational excellence within financial services.

Responsibilities

• Project manage new client onboarding processes and implementation of changes for existing clients.
• Oversee case management, tracking change activity for each client to ensure smooth execution.
• Schedule and coordinate meetings with internal stakeholders and external third parties, including custodians and transfer agents, to establish the right legal and operational frameworks supporting client transitions.
• Build expertise in reporting change and guideline amendments, continuously refining processes through experience.
• Assess and prioritise workloads effectively, considering volume, competing priorities, and required resources, time, and focus for each activity-understanding that there is no 'one-size-fits-all' approach.
• Ensure compliance with KYC, AML, and regulatory requirements, mitigating risk while maintaining high-quality client service.
• Collaborate with cross-functional teams to streamline onboarding and change processes, identifying areas for improvement.

Person Specification

• Proven experience in client onboarding, financial services operations, or a similar role.
• Strong knowledge of regulatory compliance and operational risk.
• Sound knowledge of funds and investments.
• Exceptional project management and organisational skills, with the ability to juggle multiple priorities.
• Experience working with third-party providers (custodians, transfer agents) to facilitate operational and legal frameworks.
• Excellent communication and stakeholder management skills, with the ability to engage across different teams.
• Proficiency in Microsoft Office (Excel, Outlook, PowerPoint).

Contact Information

If you feel you can rise to the challenge, please contact Karen Kerr at the earliest opportunity or email Karen.kerr@edenscott.com.

ONLY APPLY IF YOU ARE BASED IN SCOTLAND AS THE ROLE IS BASED IN EDINBURGH.