Client Onboarding Specialist– Investment Operations#

The Role

• Successfully manage multiple activities in investment operations for a variety of clients.
• Respond to requests from internal or external clients for additional information as assigned
• Clearly and efficiently communicate with custodial banks investment and fund managers record-keepers and other external parties involved as well as client servicing and operational teams to ensure all activities are aligned
• Adhere to our Professional Excellence principles to ensure that work is completed accurately and to a high standard
• Demonstrate risk-management excellence and adhere to documented procedures
• Provide specialist advice to the various teams in the business
• Support the Operations (Onboarding Trade Management Middle Office Investment Performance and Processing and Third-Party Oversight) team developing good working relationships and openly communicating on work matters.
• Consistently interact with other team members and client teams to keep them informed on progress and ensure they also carry out any required actions

• Build strong relationships internally and collaborate effectively on cross-functional teams

• Other duties as assigned including project work that may include documenting processes creating templates or maintaining data.
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Communicate issues to the team lead and client team in a timely manner with proactive follow-up as necessary
• Manage work according to deadlines

-

The Requirements

• Advanced oral and written proficiency in English is a must
• 3 to 5 years of relevant experience in a consulting asset management or investment operations environment
• Undergraduate degree preferably in Business or related or equivalent work experience

• Project management skills attention to detail and the ability to meet deadlines

• Team-player with the ability to fit seamlessly into the wider practice
• Keen attention to detail
• Strong service orientation and sense of urgency regarding client needs
• Microsoft office advanced (Outlook Excel Word and PowerPoint)

• Ability to be a self-starter and work independently but also cooperatively in a team environment

• Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice

Equal Opportunity Employer