Purpose of the role:
To provide and promote a superior client experience, by providing a multi-jurisdictional service for the Institutional business to onboard new clients/investors.
Responsibilities:
- Responsible for the day-to-day Client and Investor Onboarding & system set up for the Institutional business that will require multi-jurisdictional visibility
- Collaboratory supporting client facing teams from an Onboarding Operational perspective
- Client focused with an ability to work in a fast paced, high pressured work environment
- Act as a point of reference for the Institutional business to answer and resolve issues/queries related to the onboarding processes
- Prioritising and organising day to day workloads
- Dealing with internal and external day to day queries in a timely manner
- Assist in appropriate projects and initiatives relating to operations teams
- Attend to regular team meetings and constructively contribute
Skills required:
- Working towards a recognised qualification ideally within ICA or AML
- Relevant financial industry administration experience in an onboarding role is desirable
- Experience working with Private Equity/Real Estate fund structures or Corporate Services
- Experience in data inputting and workflow management
- Experience within AML/CDD onboarding fund sector
- Experience of client service delivery