Officer - Client OnBoarding
Officer - Client OnBoarding
Posted on :
13-06-2025
Employer Active
1 Vacancy
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Job Description
Whats In It For You
- Competitive salary
- This role is Mauritius based but we arehybridwith 2 days in office after probation
- Flexible working hours
- Private Pension Plan fully paid by the company after probation
- Private medical insurance with Catastrophe cover fully paid by the company
- Employee recognition program and spot bonuses
Purpose of the job
Main Responsibilities
- Review due diligence documents and liaise with clients for collection of documents as required.
- Proactively assist clients to complete forms/questionnaires and business plans seeking help from senior colleagues wherever needed.
- Prepare the Client Engagement Agreement/services agreement for entities being sent for Onboarding.
- Ensure seamless and timely onboarding process and winding up process adhering to and remaining compliant with all processes for onboarding & offboarding.
- Prepare for client creation billing and verification of invoices.
- Ensure CERs are reviewed and posted appropriately.
- Ensure signatures of the Engagement Agreements and circulating same to the relevant stakeholders.
- Ensure completeness of data in iManage before handing over of files to the teams.
- Ensure that the Handing over checklist and P to L checklist has been well completed and reviewed/signed off by the Associate Manager/Manager.
- Prepare physical files for handing over meeting.
- Complete the application on the registrar of companies platform and the financial services platform.
- Acquainted with the different fields required for both applications and ensuring that the applications are reviewed by Associate Manager/Manager before submission.
- Meet agreed and defined timelines for offboarding ensuring accurate and complete CC packs and winding up packs.
- Ensure CC applications/Winding up packs are discussed and reviewed by Manager/Unit Head/Seniors and updating the off-boarding trackers.
- Providing any other general administrative assistance that the Manager and team may require.
Deliver client-centric service:
Providing high quality support to clients in a timely manner.
Ensure financial management:
Building your understanding of financial management to ensure client deliverables are met within a specified budget.
#LI-JM1
#LI-Hybrid
Qualifications :
Qualifications
- A first degree in Law Management Finance or related field; or a Diploma in related field;
- ICSA or ACCA or any professional qualification related to the Global or financial sector would be an advantage.
Knowledge/ Skills/ Experience
- At least 2-3 years of working experience in the financial services sector.
- Knowledge of financial services legal and regulatory requirements.
- Knowledge of various structures and licenses in the financial services sector (GBL Funds Trusts special activity licenses etc)
- Knowledge of platforms used by authorities and institutions in relation to incorporation and licensing of new clients.
- Microsoft Office Proficiency.
- Experience with Viewpoint NavOne and iManage is desirable
Role-specific skills
- Communication- Share perspective clearly with clients and colleagues at all levels and create operational client communication.
- Collaboration Network across teams to share knowledge to enable work to get done effectively.
- Presentation Skills Convey results and outputs of work to senior management in a clear and succinct manner.
- Customer Service- Put the customer first be responsive to their needs. Understand SLAs aiming to exceed requirements.
- Attentionto Detail Be accurate and precise to deliver high quality work.
- Organisation Manage own workload prioritise activities and team to meet deadlines and broaden and deepen skills/knowledge.
Additional Information :
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
- We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
Department / Functional Area
Key Skills
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