Client Lifecycle Process Expert
Salary undisclosed
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EA Licence No.:18S9405 / EA Reg. No.:R1330864
Percept Solutions is expanding and actively seeking talented individuals. We encourage applicants to follow Percept Solutions on LinkedIn at https://www.linkedin.com/company/percept-solutions/to stay informed about new opportunities and events.
- Proven experience in business process analysis and change / project management; preferably in client onboarding and lifecycle management projects
- Familiarity with process mapping and modelling techniques.
- Strong analytical skills with the ability to collect, study and interpret complex data.
- Ability to manage and perform multiple complex tasks as part of the daily work assignment.
- Strong understanding of target operating models and their implementation
- Excellent analytical and problem-solving skills
- Strong communication and presentation skills to effectively communicate process changes and recommendations to stakeholders at all levels and to collaborate with cross-functional teams effectively.
- Knowledge of the financial intermediary business and familiarity with client onboarding and lifecycle management processes is preferred
- Organise working groups with stakeholders to drive process review/discovery, collate feedback and recommendations for improvements,
- Support management in defining and refining requirements based on the target operating model and leading process enhancement drives.
- Develop and carry out process re-engineering plans based on the target process.
- Set in place transition processes to ensure smooth transition from current to target operating model, achieving operational efficiencies
- Collaborate with cross-functional teams to ensure alignment of processes and requirements across stakeholders such as Front Office, Client Onboarding team, Operations, Compliance, Technology etc.
- Ensure that the requirements are complete and within the defined scope
- Develop and maintain documentation, including process flows, user manuals, workflow diagrams and training materials
- Work closely with Technology team to ensure seamless integration of new systems and technologies
- Monitor and evaluate the effectiveness of implemented process changes, gathering feedback and making necessary adjustments.
- Provide training and support to team members and end-users on new processes and best practices.
- Monitoring and evaluating the effectiveness of implemented process changes, measuring key performance indicators and making necessary adjustments for continuous improvement.
EA Licence No.:18S9405 / EA Reg. No.:R1330864
Percept Solutions is expanding and actively seeking talented individuals. We encourage applicants to follow Percept Solutions on LinkedIn at https://www.linkedin.com/company/percept-solutions/to stay informed about new opportunities and events.
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