Fund Associate - Client Onboarding & Documentation

Details of the offer

Your career at Deutsche Börse Group
Field of activity
Reporting into the Head of Sales & Relationship Management Support and part of the Client Onboarding & Documentation Team, you will support the daily activity of relationship managers with an understanding of all documentation that is used to set up a new customer and maintain existing ones.
Task/responsibilities Perform thorough KYC reviews on Clearstream Fund Centre clients and ensure compliance with regulatory requirements Ensure strict adherence to existing AML policies and perform thorough checks on clients with this regard Oversee annual reviews in line with Clearstream Fund Centre risk rating and due diligence procedures Collaborate with internal teams to ensure compliance with KYC and AML frameworks Provide a document list to a customer requesting to open a new account Verify completed customer document package for pre-check Collect required documents for new customer or service change After having reviewed and validated the collected documents, prepare the package for the customer onboarding approval process Manage customers on a day-to-day basis and optimize customer processes Support RM in respect to escalated customer queries and other customer-related administrative tasks Ensure that prospects are turned into satisfied customers by migrating them quickly and efficientlyQualifications/required skills University degree in Economics, Business Administration, Finance, or another relevant subject Good understanding of the financial services industry and especially the funds industry Excellent communication skills, customer focus and service orientation An understanding of banking products and processes in the funds industry An understanding of Banking, Asset Managers and Global Custodians Sensitivity towards cultural differences Capacity to work independently, a curious state of mind, results-oriented Languages: English, Knowledge of French & German would be an additional asset.
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Jobleads

Job Function:

Requirements

Receptionist/Administrator | Part-Time

Our client is looking for a Receptionist/Office Administrator to join their team in Cork. Based onsite, this is a part-time, permanent role. As the first poi...


Collins Mcnicholas Recruitment - County Cork

Published 23 days ago

Cleaning Validation Specialist

We're currently recruiting for an exciting opportunity with a Pharmaceutical organization based in Cork. This is an excellent position for anyone who is look...


Life Science Recruitment - County Cork

Published 21 days ago

Site Administrator

Job Introduction Site Administrator - KinsaleAre you a detail-oriented professional with a passion for organisational excellence? Join us at Sodexo as a Site...


Sodexo - County Cork

Published 21 days ago

Cleaning Operative

Hourly Rate: €13.30 Location: Gurranabraher, Cork Shift pattern : Monday to Friday - 1hr, cleaning done after 9.30pm or before 8.30am, Saturday 2 hrs - 1hr b...


Mitie - County Cork

Published a month ago

Built at: 2024-11-21T18:24:56.568Z