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Fund Services Coordinator

3 weeks ago


Cork, Cork, Ireland beBeeOnboarding Full time €45,000 - €80,000
Client Onboarding Specialist

We are seeking a highly skilled and experienced Client Onboarding Specialist to join our growing team in Ireland and Vilnius. As a key member of our onboarding process, you will play a crucial role in ensuring a seamless experience for our clients.

Your primary responsibility will be to work closely with our clients to understand their needs and preferences, and to coordinate the necessary tasks and activities to facilitate a smooth onboarding process. This will involve leading and coordinating our Officers on the team, maintaining and developing client relationships, and ensuring effective coordination of various tasks involved in the onboarding process.

  • Lead and coordinate Officers on the team as the day-to-day point of contact for the client during the onboarding process.
  • Maintain and develop client relationships from the time of onboarding to launch of fund structure, acting in a professional, courteous, and prompt manner.
  • Ensure effective coordination of various tasks involved at entity set up phase, which will involve liaising with other 3rd party service providers across fund services and multiple internal teams.
  • Oversight of various onboarding functions, including the review of client information & due diligence/KYC documents gathered for submission for compliance approval.
  • Forming collaborative relationships with internal teams to drive operational effectiveness ensuring client queries are dealt with promptly and appropriately.
  • Identify areas for process improvement & provide training and support to the team, where required.
  • Accountability for the onboarding process from outset through to launch of fund structure.
  • Ensure internal policies & procedures are consistently reviewed and adhered to.

The ideal candidate will have 2-3 years' experience working in the Alternative Investment Funds Industry and possess strong analytical skills, the ability to think critically and prioritize competing demands under time pressure. They will also be an excellent communicator, able to express themselves clearly and concisely in a friendly and professional manner, and have high-level attention to detail and superior organizational skills.

Required Skills and Qualifications
  • Prior experience is preferred in areas such as contract negotiations, legal entity formation requirements across various jurisdictions including Limited Partnerships.
  • Exposure to and a strong understanding of compliance, AML & KYC, Regulatory frameworks across the EU.
  • Familiarity with the key concepts of the AIFM Directive would be of benefit to the candidate.
  • High level of attention to detail and take pride in delivering high-quality work.
Benefits

At our organization, we are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our global benefits include support for professional accreditations, flexible arrangements, generous holidays, birthday leave, continuous mentoring, active sports and social committees, support with mental, physical, emotional, and financial well-being, and the opportunity to invest in our growth and success through our Employee Share Plan.

Other Opportunities

We value diversity, equity, and inclusion, and strive to create a workplace where everyone feels they belong. We celebrate our differences, understand that our success relies on diverse perspectives and experiences, and empower all of our people to be truly invested in the alternative.