Investor Onboarding Specialist (CDD & Compliance)

Bolder Group; Amsterdam; On-site; EUR 35,000 - 50,000; Full time

Job summary

A financial services firm in Amsterdam seeks an Onboarding Officer to support investors in joining a fund. Responsibilities include guiding clients through the onboarding process, ensuring compliance with Customer Due Diligence requirements, and maintaining strong client relationships. The ideal candidate will have a background in client services, excellent communication skills in Dutch and English, and a knack for problem solving. Join a dynamic team and contribute to a vital part of investor services.

Qualifications

• Basic experience in client onboarding or client services.
• Demonstrated problem solving, attention to detail, analytical skills.
• Experience working as part of a team to ensure all work is completed.

Responsibilities

• Serve as point of contact for clients during the investor onboarding process.
• Build and maintain strong relationships with clients.
• Collaborate with internal teams for setup of new investors.
• Support investors with necessary CDD-requirements.

Skills

Client onboarding experience

Problem solving

Attention to detail

Analytical skills

Excellent communication in Dutch

Excellent communication in English

Relationship management

Education

Vocational Education or Bachelor’s degree in Legal, Finance, or related field

Job description

A financial services firm in Amsterdam seeks an Onboarding Officer to support investors in joining a fund. Responsibilities include guiding clients through the onboarding process, ensuring compliance with Customer Due Diligence requirements, and maintaining strong client relationships. The ideal candidate will have a background in client services, excellent communication skills in Dutch and English, and a knack for problem solving. Join a dynamic team and contribute to a vital part of investor services.