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Client Onboarding Consultant

Posted on Mar 19, 2020 by Pontoon

Dublin, Ireland
Immediate Start
Annual Salary




A fantastic opportunity has arisen for a Client Onboarding Consultant to work within a major Investment Banking client. This exciting opportunity is open to an individual that is looking for a contract opportunity for an initial 8 months. The New Business Team is responsible for over 200 fund events each year and overseas close to USD30bn in assets transferring/launching into the business

New Business Team Responsibilities:

Act as main Co-ordinator between internal parties and external clients to facilitate the project management of:

  • Fund launches for new and existing clients
  • Fund transitions from other administrators and custodians
  • Re-domicile events resulting in new fund launches
  • Restructures, mergers and schemes of amalgamation resulting in new funds
  • Fund closures & liquidations
  • Other conversion/merger activity looked at on a capacity basis as well
  • Monitor risk and issues throughout the project and ensure proper escalation to senior management where needed.


  • Co-ordinate Fund launches and transitions with new business take on teams, Client, Relationship Managers and relevant departments/business units.
  • Scope the project and critical path with Client and relevant NT departments.
  • Create project plans for meetings
  • Project Manager is the key point of contact with the Client for the duration of the project, along with the Relationship Manager.
  • Chair project meetings and document actions/updates. Ensure new business take on teams are taking ownership of their tasks.


  • Client Service Orientation
  • Analytical Thinking
  • Concern for Quality
  • Leadership
  • Initiative


  • Communication
  • Product/Service Knowledge
  • Numeracy/Financial Analysis
  • People Management
  • Industry Knowledge
  • Excel/Word/PowerPoint

*Candidates will ideally show evidence of the above in their CV in order to be considered.

Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion.

Pontoon is an employment consultancy and operates as an equal opportunities employer*

Reference: 865735778

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