Onboarding Officer

5 days ago

Dublin, Dublin City, Ireland Cpl Resources - Finance Full time

Your tasks and responsibilities: Responsible for managing planned onboardings / fund maintenance events and proactive communication with Onboarding Manager Responsible for steering and overseeing client onboarding projects for securities fund launches, transfers or fund maintenance events Proactive collaboration, single point of contact and escalation contact for clients, external partners and UI departments during a client onboarding Ensuring regular, transparent reporting and documentation on the status and progress of the supervised onboarding projects internally and externally Management of internal and external stakeholders to ensure a smooth, fast onboarding process and full attention to customer needs Coordinating and ensuring the legal and operational setup required for the respective client mandate in onboarding Coordinate the relevant set up of Depositary and Clearer Accounts Arrange the setup of any Collateral Management with relevant UID & UIP teams Close exchange with SRM and the SEC FI teams on critical points in day-to-day business Proactive communication and ensuring a detailed handover of onboardings to the relevant SRM units Your skills and experience: University degree or an equivalent At least 3-5 years of experience in fund industry including onboarding activities Strong understanding of funds business and regulatory requirements A team player, motivated, reliable, resilient and service-oriented Excellent communication skills & personable (client facing role) Competent using MS Office Strong project management, organisation & time management skills What we offer: A performance-related salary Pension plan Health insurance Life insurance Additional annual leave Travel allowance or tax saver ticket Flexible working hours Hybrid working model Modern workplace in a conveniently situated location #LI-BM1 Skills: onboarding fund integration

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