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Onboarding Associate (Real Estate Fund)

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This is an excellent opportunity for a Senior Associate to take some real "functional ownership" within the Onboarding space. The ideal candidate will: - Come from a Fund Manager/ Investment Manager/ Hedge Fund background - Have 5+ years' experience within Onboarding functions - Has a Client centric approach - Is an active learner, can demonstrate taking on additional projects in the past and is motivated by responsibility.

ONBOARDING ASSOCIATE (Real Estate)

Salary: £60-75,000
Location: London


Keywords: Onboarding, Client Service, Operational Experience, FATCA, CRS, KYC / AML Checks

Our client is seeking a highly skilled Onboarding Associate to join their dynamic team in London. This role offers an attractive salary range of £60-75,000 and the opportunity to work at the forefront of operational client experience. The successful candidate will manage the end-to-end operational client onboarding process, ensuring a positive client experience through proactive management and client-centric service.


* Attractive salary range of £60-75,000
* Based in vibrant London
* Opportunity to lead and manage client onboarding processes


What you'll do:


As an Onboarding Associate, your role will be pivotal in managing the operational client experience. You will be responsible for leading the end-to-end onboarding process, ensuring timely onboarding of new clients. Your expertise in FATCA and CRS validation, along with your ability to perform AML/KYC risk assessments, will be crucial in this role. You will also have the opportunity to support compliance filings, participate in audits, and present updates to stakeholders. Furthermore, you will guide your team towards providing top-notch client servicing while participating in key internal projects.


* Manage end-to-end client onboarding process
* Lead and manage Client restructures and major change events
* Take ownership of the Onboarding function within the wider Client Management team
* Support compliance filings and internal/external audits
* Present updates and manage expectations of internal and external stakeholders
* Provide best in class service to the Client base through the Onboarding process
* Participate in key internal projects and new business initiatives


What you bring:


The ideal candidate for this Onboarding Associate position brings a wealth of experience from previous roles within Client Onboarding. With over 5 years' experience in these areas, you understand the intricacies of the financial services industry. Your previous institutional FATCA and CRS validation experience is essential for this role. You are known for championing quality client outcomes and are able to support the wider Relationship Management team.


* 5+ years’ experience in Client Onboarding within the Fund / Investment Management space, handling both Segregated Mandates and Insitutional Clients.
* Previous institutional FATCA and CRS validation experience prefered
* Proven ability to champion the criticality of quality client outcomes to important internal stakeholders
* Past exposure to Real Estate, Infrastructure or Alternative Funds (AIFs) highly advantageous


What sets this company apart:


Our client is a renowned player in the financial services industry. They pride themselves on their commitment to delivering exceptional service to their clients. They offer a supportive work environment where continuous improvement is encouraged. Their employees enjoy flexible working opportunities, generous pensions contributions, training opportunities, and a culture that promotes collaboration and understanding.

What's next:


Ready to take the next step in your career? Don't miss this exciting opportunity!


Apply today by clicking on the link. We look forward to receiving your application!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Operations

Industry: Financial Services

Salary: £60,000 - £75,000 per annum

Workplace Type: Hybrid

Experience Level: Associate

Location: London

Job Reference: FQUMQZ-1D4108AD

Date posted: 16 October 2024

Consultant: Tom Andrew

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