Global Client Onboarding Specialist
10 hours ago
We are seeking a highly skilled Global Client Onboarding Specialist to join our team at Rory Mackie & Associates. This is an exciting opportunity for someone who wants to take their career to the next level and work with a dynamic organization.
Job DescriptionThe successful candidate will be responsible for coordinating all aspects of institutional client transitions, ensuring a smooth and efficient onboarding process. Key responsibilities include:
- Coordinating meetings with internal teams such as Legal, Compliance, Investment Operations, and Client Operations to ensure timely completion of client take-on processes.
- Liaising with clients to understand their requirements and manage expectations throughout the onboarding process.
- Working with external parties such as custodians, transition managers, clearing brokers, administrators, accountants, and trading counterparties to ensure seamless integration into our systems.
The ideal candidate will have a strong understanding of client transitions, including operational processes, legal and regulatory risks, AML regulations, market risk, pooled vehicles, and external transition managers.
RequirementsTo be successful in this role, you will need:
- A related degree or equivalent qualification.
- Investment Management Certificate (IMC) or Project Management Certificate (or progress towards IMC/Project Management Designation is an advantage).
- At least 3-4 years' relevant industry experience.
- Client Onboarding/Asset Transfers/Transitions/Operational Client Relationship Management (CRM) experience essential.
The salary for this position is estimated to be around $85,000 per annum, depending on location and experience.
BenefitsThis role offers a competitive salary, opportunities for professional growth, and a collaborative work environment.
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