Client Onboarding Associate
vor 5 Stunden
Leading global fund manager Hybrid work arrangement - Open to Melbourne or Sydney Work with an experienced Client Onboarding team About the Company: Our client is a leading global fund manager experiencing robust growth and is currently seeking aa Associate, Client Onboarding, to join their team.
This role will be responsible for the end-to-end operational client onboarding process and will see you partnering with the investments and client services teams to drive accurate reporting and exceptional performance for all key stakeholders.
Responsibilities: End to end onboarding of institutional clients including Risk assessment, AML/KYC, Tax validation etc; Perform high quality checking and oversight of analyst work and ensure accuracy and timeliness of team deliverables; Monitor the quality of outgoing communications by the team to clients to ensure alignment to company standards; Participate in key internal projects and new business initiatives; AND Act as point of escalation for day-to-day tasks.
Requirements: 5+ years' experience in Institutional Client Onboarding, Tax services or AML/KYC compliance roles within the Funds Management, Fund administration or Custody within the financial services industry for institutional clients; Previous institutional FATCA and CRS validation experience essential; AND Previous experience with AML/KYC processes essential If you are interested in learning more about this position, please contact either: Selene Madsen on 0466 322 605 / ****** OR Darragh Cleary on 0478 350 003 / ****** Reference number: 1561184 Profession:Funds Management Company: Kaizen Recruitment Date posted: 6th Jan, 2025
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