Onboarding Officer | Fund Services

Purpose of the Job 

You will play a key role in ensuring a smooth and efficient onboarding experience for our clients. Working closely with the Onboarding Assistant Manager AML/KYC teams and other internal stakeholders you will support the onboarding of new clients coordinate Business Acceptance activities and help ensure all regulatory and operational requirements are met.

This is an excellent opportunity for someone with experience in Fund Services and Client KYC who enjoys working in a collaborative environment and is looking to further develop their expertise in client onboarding AML/KYC and fund administration.

Main Responsibilities

• Support the onboarding of new clients by coordinating activities across multiple internal teams and stakeholders.
• Assist with the preparation and completion of Client KYC onboarding files in line with regulatory requirements and internal policies.
• Monitor onboarding progress and proactively follow up on outstanding items to ensure onboarding milestones are achieved within agreed timelines.
• Prepare and manage onboarding documentation including Service Agreements and supporting client documentation.
• Act as a point of contact for onboarding-related client queries delivering a professional and responsive service.
• Support bank account opening processes for new clients liaising with banks and relevant internal teams.
• Coordinate the incorporation of new client entities by working with notaries banks and external service providers where required.
• Prepare submissions and supporting documentation for presentation to the New Business Acceptance Committee.
• Assist in the preparation of meeting packs minutes and records relating to Business Acceptance activities.
• Support the preparation of client operating memoranda in partnership with Fund Accounting and Investor Services teams.
• Maintain accurate client records and onboarding data ensuring documentation is complete up to date and appropriately tracked.
• Build strong working relationships with colleagues across Fund Administration Investor Services Fund Accounting Compliance and AML/KYC teams.
• Contribute to the continuous improvement of onboarding processes and the overall client experience.

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Qualifications :

• Degree in Finance Business Law Accounting or a related field or equivalent professional qualification.
• Professional qualification such as ACCA CGI/ICSA or equivalent would be advantageous.
• AML/KYC-related certifications would be beneficial but are not essential.

Knowledge Skills and Experience

• Previous experience within Fund Services Fund Administration Client Onboarding AML/KYC or a similar financial services environment.
• Good understanding of AML KYC and regulatory requirements ideally within Luxembourg or a comparable jurisdiction.
• Experience supporting client onboarding and business acceptance processes.
• Strong organisational and time management skills with the ability to manage multiple priorities and meet deadlines.
• Excellent attention to detail and a commitment to delivering high-quality accurate work.
• Strong written and verbal communication skills with fluency in English.
• Ability to build and maintain effective working relationships with clients colleagues and external stakeholders.
• Confident working collaboratively across multiple teams and functions.
• Ability to handle confidential and sensitive information with professionalism and discretion.
• Proficient in Microsoft Office applications including Outlook Word Excel and Teams.
• Proactive and solutions-focused with a willingness to learn new systems processes and regulatory requirements.
• Strong client service mindset with a commitment to delivering a positive onboarding experience.
• Ability to work independently while contributing effectively as part of a team.

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