Client Onboarding Officer

hace 7 meses

Valencia, España LRI Invest A tiempo completo

Description

Client Onboarding Officer

Role Location: Valencia, Spain

Department: Fund Administration

Employment Type: Permanent, Full Time

The Role & Key Responsibilities:

- The Client Onboarding Officer will be responsible for the onboarding and integration of new Apex Group clients;
- Key tasks will include coordination of client adoptions (KYC/AML), account openings, review and negotiation of funds offering documentation and legal agreements, internal system set ups, and project planning;
- The Client Onboarding Officer will be expected to coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed;
- The Client Onboarding Officer will work with the Integration team to develop best practices and operating models for integration to enhance the client onboarding experience;
- Ensure integration of legacy businesses in the Group into the central onboarding process;
- Support other European offices when under resourced;
- Act as an escalation point for all onboarding related issues;
- Assist Heads of Onboarding in rolling out the Group onboarding procedure in all locations and business lines;
- Assist Heads of Onboarding in rolling out other onboarding initiatives as we streamline the process across the Group;
- Enhance reporting for deals onboarded in European locations for Group consumption.

Skills Required:

- Experience/knowledge of Custody/Depository/AIFM services is an advantage;
- Project management skills;
- Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other accounting or investor services systems an advantage but not a necessity;
- We are looking for a Client Onboarding Officer to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the fund administration company including Service Delivery teams, Technology, Product Management & Sales.

Performance

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