Barings

Finance / FinServ

SeniorAssociate,ClientOnboarding/ImplementationManager

charlotte, north carolina, united states FULL TIME Remote Friendly
The Brief

“Senior Associate, Client Onboarding/Implementation Manager at Barings. Skills: Client Onboarding, Implementation Management, Asset Management, Project Management. Assist its global client onboarding function. Responsibility for the firm’s client implementation processes across the business”

What You'll Achieve.

Ensure a superior client experience; Ensure all AML/KYC processes are followed and clients accounts opened on a timely basis; Improve efficiency

Industry & Context.

Finance / FinServ

What They're Looking For.

Must Have

Bachelor's Degree

Nice to Have

2+ years of asset management experience, Experience in client onboarding, project management or a transitions implementation role, Experience using BPM and/or CRM software, Bachelor's Degree, preferably in Finance or related field

What You'll Do.

Assist its global client onboarding function, Responsibility for the firm’s client implementation processes across the business, Assuming end-to-end onboarding of new separately managed client accounts and fund onboardings, Executing the day-to-day processes, Liaising directly with clients and internal teams, Driving enhancements to Barings implementation processes and systems, Participate in the end-to-end implementation experience by facilitating post-sale client coverage, Coordinate internal operational teams and shared services (e.

compliance, legal, investor services, etc.

) to ensure a superior client experience, Coordinate contract negotiations and investment guideline decisions, Working with Barings transfer agents to ensure all AML/KYC processes are followed and clients accounts opened on a timely basis, Facilitate the process to prioritize client implementation activities, Develop enhancements to Barings’ implementation processes to improve efficiency, An eventual understanding of the firm’s capabilities, products and services.

How You'll Work.

Team & Collaboration

Ability to work with multiple teams, clients, and investment professionals; Coordinate internal operational teams and shared services (e. g. compliance, legal, investor services, etc. ) to ensure a superior client experience

Communication Scope

Effective communicator, both verbally and in writing; Communication skills

Process & Methodology

Project management, Transitions implementation

Free ATS check

Applying for this Senior Associate, Client Onboarding/Implementation Manager role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Barings?

Real rants from real employees. Read before you apply.

Read Company Rants →