Reports to Operations Manager - Client Onboarding
With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Administrator to join the newly established Client Onboarding specialist team.
The individual will be responsible for the execution and management of tasks within the client onboarding journey. This will encompass onboarding for new promoters, migrations and new structure set-ups across our jurisdictions, markets and services.
In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Client Onboarding team adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant additional training / qualifications.
Key responsibilities:
- Delivering a best-in-class experience for clients across the onboarding journey.
- Assisting the Operations Manager with the completion of New Business Committee (NBC) Submissions for Channel 1 (New Clients) and risk approval for Channel 2 (New Mandates for existing Clients).
- Assisting the Operations Manager with the engagement letter process and managing relationships internally and externally as required.
- Supporting the Operations Manager with all administrative tasks relating to the execution phase of the onboarding journey (including Aztec Verify entity and investor record creation).
- Knowledge of statutory and regulatory filings required for entities in the jurisdiction they operate in and assisting in filing such filings as applicable to the onboarding journey.
- Experience (or a desire to learn about) incorporating entities and migration of entities.
- Ability to review and provide comments on constitutional and fund formation documents, including subscription agreements.
- Liaising with internal teams (e.g. the Banking, Legal, Risk, Compliance and Technology) as required.
- Adhering to specific SLAs / KPIs for each onboarding, escalating to the Operations Manager where required.
- Identifying and capturing lessons learnt and acting on these, to enable continuous improvement of the onboarding journey.
- Managing relationships amongst stakeholders by building confidence and trust with clear professional communication and transparent expectation management.
- Act on real-time feedback and escalate issues effectively and in a timely manner.
Skills, knowledge, expertise:
- 2+ years experience in fund administration / corporate services
- Experience in the onboarding of new clients and structures (may include migrations)
- Strong communication skills (both internal to the business and external)
- A team player
- Ability to manage client expectations through effective communication
- Strong alignment to Aztec Group values
- Ability to quickly learn new information, processes and procedures
- Proven ability to meet deadlines and proactively identify and deal with problems
- A self-starter with the ability to work independently on concurrent initiatives
- Strong continuous improvement mindset and experience in identifying process and efficiency improvements
Who are we?
Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a truly independent, owner-managed business that puts our people and clients at the centre of everything we do.
We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people:
- Competitive salary
- Discretionary bonus scheme
- Flexible, hybrid working
- Generous holiday allowance
- Pension scheme
- Private medical insurance
- Life assurance
- Global travel insurance
- Ability to work abroad for up to 3 weeks per annum
- Regular social events
- Health and wellbeing programmes
- On-site parking
- Significant investment into your personal and professional development
We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.