Client Onboarding Manager

It’s never been a more exciting time to join Vistra. 

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction. But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that. 

We are excited to offer an opportunity for you to join our team as Onboarding Manager. Reporting to the Senior Director of Onboarding, this full-time, permanent position is based in the United Kingdom and provides regional coverage, enabling you to make a meaningful impact on our Operations Department and its growth.

This role offers flexibility and can be performed from multiple locations, including Bristol, London, or Reading.

The purpose of the role

Continue building your career in a dynamic and fast-paced global work environment where you will lead client engagements and successfully manage projects from initiation to completion.  As an Onboarding Manager, you will play a key leadership role within the Onboarding department, focusing on the effective setup and management of new client engagements at Vistra. This role, based in the UK, reports directly to the Director of Onboarding.

Whether a new client has an existing operation overseas that was previously supported by another provider, or they are newly launching an overseas operation, the beginning of any engagement will initially involve the services of the Onboarding team. The successful candidate will be the liaison between internal Vistra teams including Client Services, Sales, Advisory Services, Managed Services, as well as in-country affiliates and most importantly, Vistra clients.

The candidate will ensure that a smooth and timely client onboarding takes place and that the client’s initial experience with Vistra is first class. The Onboarding Manager will manage internal Onboarding resources on engagements to ensure that clear expectations on timelines are set with clients.  The Onboarding Manager will communicate changes in scope to Sales, Client Services, and Advisory Services.  The teams will agree on the delivery process with Vistra and the client, so that all are working in synch to meet expectations and deadlines. Upon completion, the Onboarding Manager will hand over the client account to the Client Services team, who will ensure a continuing successful Client relationship through the remainder of the engagement.

Key Responsibilities

Client Management

• Builds and fosters strong relationships with clients throughout onboarding phase of engagement.
• Educates client regarding onboarding process.
• Effectively communicates expectations and deadlines to clients by acting as liaison between clients and interdepartmental teams.

Project Management

• Plans, directs and coordinates activities in order to ensure project goals are accomplished within defined scope and on time.
• Creates and executes project work plans and revises as appropriate to meet changing needs and requirements.
• Identifies and schedules project deliverables, milestones and required tasks.
• Identifies resources needed and assigns individual tasks.
• Manages day-to-day operational aspects of a project and scope.
• Ensures project documents are complete, current, and stored appropriately.

Communication

• Facilitates interdepartmental team and client meetings effectively including Client Kick-Off Call and Managed Services Handover Call.
• Holds status meetings, as appropriate, with interdepartmental project team.
• Effectively communicates relevant project information to executive team.
• Resolves and/or escalates Onboarding issues in a timely fashion.

Operations

• Suggests areas for improvement in internal processes along with possible solutions.
• Identify areas outside of onboarding with project management and client relationship needs.

Attributes/Technical Skills

• Hands-on experience with developing and reporting on metrics for operational efforts.
• Demonstrates strong organizational and communication skills; adaptability and flexibility in a fast-paced environment are essential.
• Strong presentation skills: ability to present and discuss strategies and technical information in a manner that establishes rapport, persuades others and gains understanding.
• High attention to detail required.
• Excellent analytical, conceptual and problem-solving skills.

Relevant Experience

• 7-10 years relevant experience working for multi-national firms in finance, accounting, client management, and/or project management role (international, a plus).

Education and Professional Qualification

• Bachelor’s degree

• Advanced degree in business, finance or accounting preferred (MBA or CPA a plus)
• Command of MS Office Suite, MS Project (a plus) and related IT programs

Company Benefits

• 25 days annual leave per annum
• Individual private medical insurance cover
• Health cash plan
• Pension: 3% employee and 7% employer contribution, increasing from April 2025 to 8% employer
• Life Assurance 4x Salary
• Group income protection
• Season ticket loan
• Ride to work scheme
• A day’s birthday leave
• Ability to buy up to one week’s annual leave per year

If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!