Officer client onboarding (Mauritius)
Department:
Job Summary
Purpose of the Job
Play a key role in welcoming new clients to Ocorian and creating a seamless onboarding experience from the outset. As an Officer within the Mauritius Client Onboarding team youll work closely with clients colleagues and relevant authorities to coordinate due diligence engagement agreements regulatory applications and entity set-up activities across a range of financial services structures.
This is an excellent opportunity to build your expertise in Mauritius financial services client onboarding and regulatory processes while developing strong relationships with stakeholders across the business. Youll gain exposure to a variety of structures and licences contribute to an efficient client journey and help ensure new business is transitioned smoothly to the teams who will support clients throughout their relationship with Ocorian.
Main Responsibilities
- Guide clients through the onboarding journey providing clear and professional support from initial engagement through to handover.
- Review due diligence documentation and coordinate with clients to gather the information required for onboarding.
- Support clients with the completion of forms questionnaires and business plans throughout the onboarding process.
- Prepare Client Engagement Agreements and coordinate their completion with clients and relevant stakeholders.
- Coordinate client creation billing set-up and related onboarding activities.
- Maintain accurate and complete client information and documentation within internal systems.
- Prepare incorporation and licensing applications through relevant Mauritius regulatory and company registration platforms.
- Coordinate client handovers to administration teams supporting a smooth transition into ongoing service delivery.
- Support offboarding and entity lifecycle activities including the preparation and coordination of relevant documentation.
- Build strong relationships with clients colleagues and stakeholders to deliver a positive and consistent client experience.
- Contribute to initiatives that enhance onboarding processes service quality and the overall client journey.
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Qualifications :
- Degree or diploma in Law Management Finance or a related discipline.
- ICSA ACCA or another professional qualification relevant to financial services would be beneficial.
Knowledge Skills and Experience
- Experience within client onboarding financial services corporate services or a related professional environment.
- Understanding of Mauritius financial services structures regulatory requirements and licensing processes including exposure to Global Business Companies funds trusts or other regulated structures.
- Strong communication and relationship-building skills with the ability to engage effectively with clients colleagues and relevant stakeholders.
- Strong organisational skills and attention to detail with the ability to coordinate onboarding activities and maintain high-quality client records.
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
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