One of our clients within the funds' services industry is seeking to recruit a Client Onboarding Officer to work on a full-time basis.
Onboading and integration of new Fund Services clients
Coordination of client adoptions, account openings, review of funds, offering documentation and legal agreements, internal system set ups, and project planning.
Coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams
Provide regular status updates of onboardings and conversions to new clients. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.
Participate in regional new business meetings and provide updates to senior management and client services teams on integration projects they have been assigned.
Assist in the new business report and other KPIs / management reports as required.
Have excellent knowledge of the Funds industry and previous experience working on Hedge and Private Equity funds
Experience of different fund structures, domiciles, regulatory requirements and Custody/Depository services is an asset
Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other fund accounting systems is an asset
Proficient in MS Office Applications
Meticulous with a keen eye for detail
Outstanding verbal, written and interpersonal communication skills in English
Able to work on your own initiative and also capable of working in a team;
Good analytical and project management skills.