Client Onboarding Manager

CA Financial Appointments

Cape Town, Western Cape
Permanent
Full-time

23 days ago
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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:

Co-ordinate the take-on 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
Co-ordinating 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
Set-up client portfolios and other records and liaise with the company appointed Investment Administrator to arrange for the set-up 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 hand-over meetings with the relevant departments internally
Co-ordinate the operational set up of new Funds and support transitional activity on existing Funds
Set-up of call accounts/broker dealer accounts with Investment Administrator and updating of internal systems accordingly
On-going maintenance of static information within internal systems in relation to client portfolios and internal funds

Requirements:

Degree educated or equivalent
Minimum of 3-4 years relevant investment industry experience
Client On-boarding / 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)

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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