Onboarding Project Manager
Onboarding Project Manager
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Job Description
Onboarding Project Manager
Location: Jersey City NJ Hybrid
In this position youll be based in the Jersey City NJ office for a minimum of three days a week with the flexibility to work from home for some of your working week. This role has inoffice operational requirements and so were unable to consider employees who wish to continue an existing fully remote working arrangement.
We give you a world of potential
Join Computershares Global Core Operations (GCO) team where youll play a crucial role in onboarding new US Transfer Agent appointments. As an Onboarding Project Manager youll manage the conversion and deconversion of client shareholder records handle various types of appointments and oversee the entire onboarding project. Youll be the primary contact for clients cultivating strong relationships and ensuring successful project completion. Your interactions will include clients Csuite executives outside counsel and internal teams. This role demands expertise in Computershares product offerings and best practices as well as the ability to manage multiple projects simultaneously. If youre passionate about project management and client engagement this is the role for you.
A role you will love
As an Onboarding Project Manager at Computershare youll be at the forefront of integrating new US Transfer Agent appointments managing multiple projects simultaneously and ensuring smooth transitions for our clients. Youll lead kickoff and weekly project meetings obtain essential legal and regulatory documents and provide guidance to Event Specialists and Data Analysts. Your role will involve professional interactions with highlevel executives and stakeholders monitoring project progress and coordinating setup activities for Computershare systems. If youre passionate about project management client engagement and driving success this is the perfect opportunity for you to shine.
Some of your key responsibilities will include:
- Manage multiple onboarding projects: Oversee several projects simultaneously maintaining MS Project plans and keeping stakeholders informed.
- Facilitate meetings: Plan and conduct initial kickoff and weekly project meetings with clients counsel and internal stakeholders to ensure milestones are met.
- Ensure documentation: Obtain all necessary legal compliance and regulatory documents in a timely manner including legal opinions board resolutions custody agreements and plan documents.
- Provide guidance: Offer project guidance to Event Specialists and Data Analysts.
- Complete welcome package: Handle the initial shareholder welcome package mailing.
- Professional communication: Interact professionally with all levels of customers including attorneys CEOs CFOs senior managers and the sales team.
- Monitor progress: Report on project progress problems and solutions to the Onboarding Operations manager frequently.
- Coordinate setup activities: Perform setup activities for Computershare peripheral systems and coordinate shareholder selling activity as required.
- Prioritize deliverables: Manage escalated deliverables from management prioritizing accordingly.
What will you bring to the role
As youve probably gathered by now we are looking for somebody with a real passion for customer success and will have the ability to bring people together to work collaboratively achieve objectives and influence stakeholders to get the best outcome.
Other key skills required for the role include:
- Microsoft Office Proficiency: Skilled in Excel Word and PowerPoint.
- Financial Industry Experience: 35 years in financial services.
- Leadership: Guide team members and coordinate tasks.
- Problem Solving: Resolve complex issues with attention to detail.
- Impact: Ensure highquality service and meet deadlines.
- Communication: Excellent verbal and written skills handle sensitive issues diplomatically.
Rewards designed for you
Paid parental leave flexible working and a caring and inclusive culture.
Health and wellbeing rewards that can be tailored to support you and your family including medical dental and vision.
Invest in your future with 401k matching and taxadvantaged flexible spending plans including healthcare dependent care and commuter.
Income protection. Our package includes short and longterm disability benefits life insurance and supplemental life insurance.
And more. Ours is a welcoming and closeknit community with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare visit Experience:
IC
Employment Type
Full-Time
Department / Functional Area
Key Skills
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