Client Onboarding Manager
CA Financial Appointments
- Cape Town, Western Cape
- Permanent
- Full-time
- 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
- 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)