Hybrid Client Onboarding Specialist

at Dalriada Trustees Limited

• Job title: Client Onboarding Specialist
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Belfast, United Kingdom

About the role

• Client Onboarding Specialist facilitating onboarding for pension clients. Managing scheme documentation and ensuring compliance during client transitions.

Responsibilities

• 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.