Onboarding Specialist

The RoleAs 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 RoleThe 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, Product, Client Services, 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 verifying and filing trading schedules provided by the Transfer Agent. The Requirements : Excellent written and verbal communication skillsStrong client relationship management skills and a commitment to providing a ‘best in class’ service to clientsClient services experience in asset management or transfer agency setting is desirable.Ability to build strong networks and collaborate effectively with both internal and external stakeholdersCan do attitude with a pro-active approach to your workExceptional organisational skills with the ability to monitor and manage multiple tasks, often within short timeframes, handling conflicting prioritiesHigh level of attention to detail, including reviewing draft documentation for clientsAbility to work autonomously, asking for help when requiredUnderstanding 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 clients into an Asset Manager, comfortable with fund subscription documents, and AML/KYC work a distinct advantage Equal Opportunity Employer

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