Client Onboarding Officer
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Job Location:
Monthly Salary:
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
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.
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Qualifications :
- A first degree in Law Management or Financial Services related field; or a Diploma in related field;
- ICSA 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.
- Attention to 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.
Equal Opportunities for Everyone
Please let us know if theres anything we can do to make the process easier for you. You can reach us at .
Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Fund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high ... View more
