Officer | Client Onboarding

Purpose of the Job

Play an important role in delivering a smooth and professional onboarding experience for new clients. As part of the Client Onboarding team youll coordinate key activities including due diligence engagement agreements entity set-up and regulatory applications while working closely with clients internal teams and relevant stakeholders throughout the onboarding journey.

This role offers the opportunity to build your knowledge of client onboarding corporate structures and financial services processes within an international environment. Youll develop strong stakeholder relationships gain exposure to a variety of client structures and contribute to an efficient transition from onboarding into ongoing administration while building valuable technical and professional skills.

Main Responsibilities

• Guide clients through the onboarding journey providing clear and professional support from initial engagement through to handover.
• Review due diligence documentation and coordinate with clients to gather the information required to progress onboarding activities.
• Support clients with the completion of forms questionnaires and business plans as part of the onboarding process.
• Prepare Client Engagement Agreements and coordinate their completion with clients and relevant stakeholders.
• Coordinate client creation billing set-up and related onboarding activities.
• Maintain accurate and complete client information and documentation within internal systems.
• Prepare and coordinate entity set-up incorporation registration and licensing applications through relevant platforms.
• Work closely with internal teams and relevant stakeholders to support the successful onboarding of new client entities.
• Coordinate client handovers to administration teams supporting a seamless transition into ongoing service delivery.
• Support offboarding and other entity lifecycle activities through the preparation and coordination of relevant documentation.
• Build strong relationships with clients and colleagues to deliver a consistent and high-quality client experience.
• Contribute to initiatives that enhance onboarding processes service quality and the overall client journey.

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Qualifications :

• Degree or diploma in Law Management Finance or a related discipline.
• A professional qualification relevant to corporate or financial services would be beneficial.

Knowledge Skills and Experience

• Experience within client onboarding financial services corporate services or a related professional environment.
• Understanding of corporate structures client onboarding processes and financial services regulatory requirements.
• Strong communication and relationship-building skills with the ability to collaborate effectively with clients colleagues and stakeholders.
• Strong organisational skills and attention to detail with a focus on maintaining accurate client information and delivering a high-quality onboarding experience.

Additional Information :

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
• We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL  We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.
  Equal Opportunities for Everyone

Please let us know if theres anything we can do to make the process easier for you. You can reach us at .

Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status. 

Remote Work :

No

Employment Type :

Full-time