Client Onboarding Manager

2 weeks ago

Cape Town, Western Cape, South Africa CA Financial Appointments Full time

Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle.

The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business.


Responsibilities:

  • Coordinate the takeon process for institutional segregated and pooled fund investors
  • Liaising internally with teams such as Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment and Implementation Teams and Client Group
  • Coordinating meetings, documenting progress, managing timelines and identifying potential issues related to cash funding and/or transfers
  • Establish servicing and operating processes with the clients appointed third party representatives
  • Setup client portfolios and other records and liaise with the company appointed Investment Administrator to arrange for the setup of client portfolios
  • Work alongside the Compliance department to ensure that all regulatory obligations are met with respect to the Anti-Money Laundering (AML) process for new clients
  • Conduct post onboarding handover meetings with the relevant departments internally
  • Coordinate the operational set up of new Funds and support transitional activity on existing Funds
  • Setup of call accounts/broker dealer accounts with Investment Administrator and updating of internal systems accordingly
  • Ongoing maintenance of static information within internal systems in relation to client portfolios and internal funds

Requirements:

  • Degree educated or equivalent
  • Minimum of 34 years relevant investment industry experience
  • Client Onboarding / Transitions / Operational Client Relationship Management (CRM) experience essential
  • Solid understanding of the various aspects of client transitions, including operational processes, legal and regulatory risks, AML regulations, market risk
  • Understanding of Global Market Opening Process advantageous (but not essential)
  • Investment Management Certificate (IMC) or Project Management Certificate (or progress towards IMC/Project Management Designation is an advantage)

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