Client Onboarding Officer

Alter Domus; Philippines; On-site; PHP 300,000 - 600,000; Full time

Benefits offered by this job

ACCA study leave

Birthday day off

Mentoring

Sports events

Employee Assistance Program

Employee Share Plan

Flexible arrangements

Job summary

Alter Domus Philippines is seeking a dedicated professional to assist with onboarding and migrations on new business into our eFront system. You will report to the Platform Delivery Team lead and engage in planning, data analysis, and import reconciliation.

Ideal candidates have a bachelor’s in accounting or economics, strong English, and 1–2 years in accounting analysis or financial reporting. Experience with eFront FrontInvest is a plus.

Qualifications

• Bachelor's degree in accounting or economics is required.
• Fluent in English with strong attention to detail and analytical thinking.
• 1–2 years in accounting analysis, financial reports delivery or related work.
• Experience with accounting systems and user requirements is a plus.
• Initial exposure to eFront FrontInvest is advantageous.

Responsibilities

• Assist with onboarding and migrations on new business into the eFront system.
• Attend planning and setup meetings to understand client requirements.
• Analyse client historical data for migrations.
• Prepare, execute and reconcile data imports from prior systems.
• Attend post-migration meetings and ensure client-facing teams adopt the new setup.
• Provide first-level support and escalate issues as needed.
• Contribute to project success by realizing migration benefits.
• Collaborate with Platform Delivery Team lead to resolve concerns.

Skills

Accounting analysis

Financial reporting

English fluency

Detail oriented

Analytical thinking

Inquisitive

Education

Bachelor's degree in Accounting or Economics

Tools

eFront FrontInvest

Job description

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As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.

With a deep understanding of what it takes to succeed in alternatives, we believe in being different - in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take.

Find out more about life at Alter Domus at careers.alterdomus.com

Job DESCRIPTION:

The responsibility of the right candidate will be to assist with the onboarding and migrations on new business into our eFront system.

The successful candidate will be reporting to the Platform Delivery Team lead.

your responsibilities will include:

• Play a key role in the clients onboarding from systems to AlterDomus applications landscape
• Attend planning and set up meetings to gain an understanding of client requirements
• Analyse client’s historical data
• Prepare, execute & reconcile data imports based on outputs from previous systems
• Attend post migration meetings
• Ensure clients facing teams' adoption of the new set up
• Act as a first level of support when needed
• Have a vested interest in the success of the migrations and ensure that benefits are being realised as part of the project
• Work closely with the Platform Delivery Team lead and escape any issues or concerns

Your PROFILE:

• You have a bachelor degree in Accounting or Economics.
• You are fluent in English
• You are detail oriented, analytical and inquisitive
• At least 1-2 years of experience in accounting analysis, financial reports delivery or related.
• Experience with accounting systems in a similar role (gathering user requirements, enhancement requests, working on systems implementations, training) will be an advantage
• A first experience in eFront FrontInvest (FIA) solution would be a plus.

WHAT WE OFFER

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our global benefits also include:

• Support for professional accreditations such as ACCA and study leave
• Flexible arrangements, generous holidays, plus an additional day off for your birthday!
• Continuous mentoring along your career progression
• Active sports, events and social committees across our offices
• 24/7 support available from our Employee Assistance Program
• The opportunity to invest in our growth and success through our Employee Share Plan

Alter Domus is an Equal Opportunity Employer: Equity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.