Onboarding Specialist

The Role As an Onboarding Specialist you will join the Towers Watson Investment Management (“TWIM”) Onboarding Team. This team sits within the Global Investment Operations Team (“GIOps”) at Willis Towers Watson (“WTW”). The successful candidate will support the onboarding of new clients into our inhouse funds (TWIM), as well as providing support to existing investors. The role will be predominantly based in our Reigate office.  At WTW we value personal development and will facilitate training to ensure you maintain and strengthen your technical knowledge and skillset. The On-boarding Specialist’s key responsibilities will include: Contributing to a variety of aspects of the on-boarding process for client investments  Forming relationships and liaising with various internal and external parties including Clients, our Client Consulting, Portfolio Management, Trade Management and Middle Office teams and our Transfer Agents. Effectively communicating the requirements and key deadlines for the Funds to our clients.  Understanding and responding to individual clients’ unique requirements and queries. Managing simultaneous and sometimes challenging tasks and deadlines.  Following procedures to ensure all transactions (subscriptions, redemptions, switches, transfers, drawdowns, late settlements) are carried out correctly and efficiently. Maintaining and updating our trade flow database and trading schedules provided by the Transfer Agent. The Requirements : Excellent written and verbal communication skills  Strong client relationship management skills and a commitment to providing a ‘best in class’ service to clients Ability to build strong networks and collaborate effectively with both internal and external stakeholders Can do attitude with a pro-active approach to your work Exceptional organisational skills with the ability to monitor and manage multiple tasks, often within short timeframes High level of attention to detail, including reviewing the other team members’ work Ability to work autonomously, asking for help when required Understanding of risk management principles and ability to comply to our work quality procedures. Innovative mind, not only in terms of suggesting improvement to existing processes and procedures, but also in your approach to responding to client queries. Experience of on-boarding, investment manager agreements and fund subscription documents or AML/KYC work an advantage Typically UK business hours but, as the client base is global, some flexibility may rarely be required where workable for all parties Equal Opportunity Employer This employer is a corporate member of myGwork, the business community for LGBTQ+ professionals, graduates, inclusive employers & anyone who believes in workplace equality.

Compartir:
Compartir: