Banking/Insurance Operations

Client Service Manager – Onboarding


Over $100,000



Job Type


Job Ref

Date Posted

Tue, 3rd May 2022

Global Fund Manager
Great Collaborative Environment
Support Client Relationship and Service Team with Client Onboarding
Client Onboarding Manager required to join a reputable fund manager to support Relationship Managers with onboarding of new clients and mandates

Great opportunity has arisen for a Client Service Manager – Onboarding, to join a well-known fund manager to support the broader Client Relationship and Service Team. Reporting direct to the Client Services Director, Client Service Manager will be responsible for the AML/KYC and ongoing due diligence of the client during and after the onboarding period.

A high performing and collaborative environment with a strong team culture, this role would suit an individual who has previous experience in client service/onboarding, compliance and governance ideally within funds management.

Role & Responsibilities

  • Responsible for conducting AML/KYC for new clients and mandates during the onboarding process
  • Maintain the KYC register and manage the ongoing client due diligence
  • Responsible for the creation of the IMA obligations register for new mandates
  • Support the Relationship Manager by collating the information required and managing client audit requests.
  • Responsible for managing the audit review and furnishing the documentation requested by FSI external and internal auditors
  • Comply with and ensure the internal controls policy frameworks are communicated and adhere to Group policies
  • Support process improvement by disseminating successful risk management practices

Essential Criteria

  • Tertiary qualifications desirable
  • 3-5 years’ experience in a client service/onboarding/compliance/governance-related role within the financial services industry, preferably in funds management
  • Sound knowledge of AML/KYC regulations and end to end Onboarding processes
  • Strong people skills with experience in effectively communication and working with internal and external stakeholders

If you are interested in learning more, please contact Angela Stephan for a confidential discussion- [email protected]

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