Client Implementation Specialist
Standard CharteredAbout the role
Job Summary
As a Client Implementation Specialist – Prime Services, you will be responsible for managing the front-to-back execution of onboarding and transition projects for institutional clients across Prime Brokerage, Clearing, Custody, and Financing. Working under the regional Implementation Lead, you will coordinate internal stakeholders, ensure adherence to governance standards, and deliver a smooth and timely onboarding experience for high-value clients in Asia.
Key Responsibilities
Client Onboarding & Implementation
• Serve as the day-to-day lead for onboarding projects, acting as the key coordination point between the client and internal teams.
• Develop and maintain detailed project plans outlining all onboarding tasks, owners, dependencies, and timelines.
• Facilitate the execution of onboarding deliverables such as legal documentation, KYC/AML, account opening, connectivity, margin setup, and reporting.
Internal Coordination
• Coordinate across internal teams, including Sales, Product, Operations, Technology, Legal, Compliance, Credit Risk, and Client Coverage, to ensure delivery readiness.
• Proactively track project milestones, identify risks and delays, and escalate to the Implementation Lead where required.
• Drive resolution of operational or process issues in a timely and transparent manner.
Client Communication
• Maintain structured and professional communication with clients during onboarding, including hosting regular status updates and issue resolution calls.
• Support senior stakeholders on client-facing meetings and documentation preparation as needed.
• Ensure a consistent and positive client experience throughout the implementation lifecycle.
Governance & Control
• Ensure all onboarding activities comply with Standard Chartered’s policies and applicable regulatory requirements (e.g., MAS, SFC, HKMA).
• Maintain audit-ready records of project plans, communications, and sign-offs.
• Support regular governance reporting on onboarding metrics, project status, and control breaches.
Continuous Improvement
• Identify and share pain points, inefficiencies, and recurring issues to help improve onboarding processes and tools.
• Contribute to documentation updates, process playbooks, and internal knowledge-sharing initiatives.
• Participate in working groups and forums focused on onboarding innovation or client experience enhancements.
Skills and Experience
• Strong project management and organisational skills
• Excellent communication and interpersonal skills, both written and verbal
• Ability to manage competing priorities and deadlines
• Client-focused mindset with a commitment to service excellence
• High attention to detail and strong control mindset
• Comfortable working in a matrixed, global environment
Role Specific Technical Competencies
• Business Facilitation
• Manage Change
• Service Delivery Operations
• Client Relationship Management
• Communication Skills
• Product Knowledge
Qualifications
• 6+ years of experience in Prime Brokerage, Institutional Onboarding, Client Implementation, or Financial Markets Operations (especially FX and Rates).
• Knowledge of Prime Services offerings, including clearing, custody, margining, and financing is strongly preferred.
• Proven ability to manage multiple projects and stakeholders in a time-sensitive environment.
• Experience working with hedge funds, asset managers, or institutional clients is highly advantageous.
• Familiarity with KYC/AML, documentation, and regulatory onboarding requirements in Asia.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
About Standard Chartered
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