Client Onboarding Specialist
21 hours ago
We are seeking a highly skilled Client Onboarding Specialist to join our Shareholder Services team. In this role, you will be responsible for managing the entire client onboarding process, handling a diverse client base, and ensuring adherence to policies.
The ideal candidate will possess strong multitasking, communication, organizational skills, and attention to detail. They will be responsible for fostering relationships with investors, assisting with client onboarding, reviewing FATCA/CRS documentation, and ensuring compliance with policies and procedures.
This role offers opportunities for growth in a dynamic team environment. The successful candidate will play a pivotal role in evolving internal processes and contributing to the team's development.
- Serve as the primary contact for investors, fostering relationships
- Assist with client onboarding and quality checks
- Review FATCA/CRS documentation
- Ensure compliance with policies and procedures
- Manage relationships with clients, General Partners, and stakeholders
- Proactively address and resolve service issues
- Coordinate across international offices
- Support team performance to meet internal KPIs
To be considered for this role, applicants must have a Bachelor's degree with a minimum 2.2 honors and at least 3 years of previous experience in Transfer Agency/Investor Services. Benefits include hybrid work arrangements, comprehensive benefits, professional development opportunities, and a competitive salary.
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