Client Delivery Associate (Onboarding)

Landytech is dedicated to transforming the landscape of how investment managers, asset owners, and their advisors access asset information. By utilizing Sesame, a cutting-edge investment reporting platform, we are empowering clients across 15 countries to make well-informed investment decisions and gain insights swiftly. With a recent attainment of $12M in Series B funding in January 2023, Landytech is experiencing rapid growth, presenting an exciting opportunity to become a part of our journey. In just four years, we have expanded from two co-founders to a nearly 100-member team, with offices situated in London and Paris. At Landytech, we view diversity as a cornerstone of our strength, boasting a multicultural team representing over 15 countries and proficient in 14 languages. **Team & Role:** At Landytech, we offer our clients a comprehensive perspective of their investment portfolios spanning various asset classes and aggregated from multiple data origins. Our Client Delivery and Professional Services Teams are tasked with grasping our clients" portfolios, their data, and their analytical and reporting requirements. Our objective is to utilize this comprehension and our technological prowess to construct a solution that enhances our clients" investment management and client reporting processes. The Client Delivery Associate (Onboarding) holds a pivotal position in guiding clients through the initial onboarding phase, ensuring the gathering of requirements, establishing data connectivity, organizing processes, and facilitating seamless collaboration with clients and internal teams. This role demands adept communication, organizational skills, collaboration, problem-solving abilities, and a foundational knowledge of investment data and technology. **What We Are Looking For:** *Client Communication & Coordination:* - Manage onboarding and data feed setup inboxes, ensuring prompt responses and escalating delays when necessary. - Assist clients in collaborating with their custodians and banks to incorporate accounts into our managed data feeds. - Collect and document initial scope details, encompassing private assets, bank/custodian accounts, and ownership structures. - Maintain client accountability by keeping them informed about their responsibilities and timelines. - Proactively identify and resolve potential delays or bottlenecks in the onboarding process. *Data Feed Setup & Technical Support:* - Aid in the initial connection of new data feeds, ensuring comprehensive information gathering and documentation. - Provide technical support for SFTP, API, and other integration methods, guaranteeing smooth data flow between systems. - Keep records of managed feeds, including communication channels, signature requisites, and integration specifics. - Enhance scalability and efficiency by continuously refining documentation and record-keeping processes. *Process Monitoring & Improvement:* - Monitor onboarding pipelines to ensure all crucial information is collected and shared with teams responsible for subsequent implementation phases. - Contribute to identifying and implementing process enhancements that optimize the scalability of client onboarding operations. - Collaborate with and oversee cross-functional teams, such as data, product, and implementation teams, to ensure seamless onboarding experiences. **Your Skills & Expertise:** - 1-3 years of experience in client onboarding, operations, or project coordination within Financial Services, fintech, or SaaS environments. - Strong organizational skills enabling the management of multiple client interactions and data collection tasks concurrently. - Meticulous attention to detail and a dedication to upholding data accuracy, security, and compliance standards. - Proficient and professional communication skills, capable of providing clear instructions and guidance to clients and internal teams. - Working knowledge of investment data, portfolio management, and financial instruments is advantageous. - Technical proficiency in SFTP, API integrations, and data transfer protocols. - Analytical mindset with the ability to summarize and synthesize complex information. - Ambition to develop a career in client operations, client delivery management, or product specialization. - Proficiency in Excel and a willingness to learn data tools and platforms pertinent to financial technology. - Professional fluency in English; additional European languages are a bonus. **Our Benefits:** - An opportunity to be part of a rapidly growing fintech innovating investment reporting. - Regular social events and inclusion in an international team headquartered in London, UK, with an office in Paris, France. - Hybrid work style with 2 days working from our office in Pune, India. - Private medical insurance coverage for you and your family members. If this resonates with you, we eagerly anticipate receiving your application!,