We are seeking a highly motivated and detail-oriented Operations Analyst to join my client's team as a Client Onboarding & Service Specialist. In this role, you will act as a strategic partner to Sales, enabling client investment in offshore mutual funds. You will be the primary point of contact for clients, guiding them through the account opening process and ensuring a seamless investment experience. Collaboration with Compliance, Legal, and AML teams will be critical to delivering efficient and exceptional service.
This is a fast-paced, high-impact position requiring strong communication skills, meticulous attention to detail, and the ability to thrive under pressure. The ideal candidate is a proactive problem-solver with a passion for client service and continuous improvement.
Key Responsibilities
- Client Relationship Management: Serve as the main contact for clients and Sales during onboarding. Address inquiries on fund details, account structures, and regulatory requirements.
- Onboarding Orchestration: Manage the end-to-end onboarding process, coordinating across Compliance, Legal, and AML teams to meet deadlines and client expectations.
- Process Management & Control: Ensure accuracy and compliance with regulatory requirements through rigorous internal controls and quality checks. Provide timely updates to clients and stakeholders.
- AML/KYC Coordination: Work closely with AML/KYC teams to conduct thorough due diligence on new clients, ensuring adherence to regulations and internal policies.
- Continuous Improvement: Identify opportunities to streamline onboarding processes. Use data analysis and problem-solving skills to recommend and implement enhancements.
- Communication & Collaboration: Convey complex information clearly and concisely across all organizational levels. Foster a collaborative team environment.
- Ownership & Accountability: Take responsibility for assigned projects and tasks, managing competing priorities effectively to exceed client expectations.
Skills & Experience
- Bachelor's degree in the relevant discipline
- Strong understanding of financial markets and investment products.
- Minimum 2 years of experience in client service or onboarding roles.
- KYC and Asset Management experience required.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly.
- Proven ability to manage multiple priorities under pressure and meet deadlines.
- Strong analytical and problem-solving skills with keen attention to detail.
- Familiarity with trading counterparty structures is an advantage.
Employment Type: Contract, 6 to 8 months, renewable
License No 99C3289
R1100672
