Shareholder Onboarding Specialist
4 days ago
About the Company
Oliver James Associates Ltd. is a leading recruitment agency specializing in finance and professional services.
We are committed to providing exceptional services to our clients and candidates.
About the Role
We are seeking a highly skilled Shareholder Onboarding Specialist to join our Shareholder Services team.
As Shareholder Onboarding Specialist, you will be responsible for managing client onboarding for private equity funds.
You will work closely with clients, General Partners, and stakeholders to ensure adherence to policies and procedures.
- Foster strong relationships with investors
- Assist with client onboarding and quality checks
- Review FATCA/CRS documentation
- Ensure compliance with internal policies
- 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
Responsibilities
Your key responsibilities as Shareholder Onboarding Specialist will include:
1. Managing the entire client onboarding process
2. Handling a diverse client base including institutional clients, pension funds, high-net-worth individuals, and family offices
3. Working closely with clients, General Partners, and stakeholders to ensure adherence to policies and procedures
Requirements
A bachelor's degree with a minimum 2.2 honors is required.
Benefits
This role offers hybrid work arrangements with 3 days in-office and 2 days remote post-probation.
You will receive a comprehensive benefits package including a performance bonus, pension, life assurance, gym access, and subsidized lunches.
Professional Development
You will have opportunities for internal and external training aligned with business needs.
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