Client Onboarding & Operations Specialist

  • Full Time
  • Permanent
  • Jersey



We have a great opportunity for a Client Onboarding & Operations Specialist to join a leading Fund and Corporate services provider in Jersey.


Key duties will include:

  • Primary Focus: Engaging in a broad set of diverse functions, including collating client information, files & due diligence/KYC documents for submission for Compliance approval. Assisting with onboarding processes and ongoing procedural and monitoring requirements
  • Coordination of various tasks involved at entity set up phase, to include liaising with internal teams and other 3rd party service providers (including banks)
  • Forming collaborative relationships with internal teams to drive operational effectiveness ensuring queries are dealt with promptly and appropriately
  • Ensure management information systems, files & records are maintained in an accurate manner


More information about this role is available upon request – contact the team today for further details.

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