Your resume and cover letter, tailored to exactly what they’re hiring for.
Get past ATS filters
Benefits offered by this job
Competitive compensation
Career development opportunities
Remote working environment
Collaborative working culture
Job summary
A leading financial services group is seeking an Onboarding Specialist to oversee fund and investor onboarding for U.S. clients, ensuring compliance with AML/KYC regulations. The role requires a Bachelor’s degree and 3–6 years of relevant experience. Responsibilities include managing documentation, coordinating with client services, and contributing to process improvements. This position offers competitive compensation and the opportunity to work in a progressive remote environment.
Qualifications
3–6 years of experience in fund administration or investor onboarding.
Experience in AML/KYC processes related to financial services.
Strong written and verbal communication skills required.
Responsibilities
Manage end-to-end onboarding for U.S. funds and investors.
Review and approve investor documentation in line with regulations.
Coordinate onboarding timelines and documentation for fund launches.
Skills
Attention to detail
Organizational skills
Strong communication skills
AML/KYC knowledge
Knowledge of U.S. investors
Education
Bachelor’s degree in Finance, Accounting, Business, or related discipline
Tools
Microsoft Office
Onboarding systems
Job description
A leading financial services group is seeking an Onboarding Specialist to oversee fund and investor onboarding for U.S. clients, ensuring compliance with AML/KYC regulations. The role requires a Bachelor’s degree and 3–6 years of relevant experience. Responsibilities include managing documentation, coordinating with client services, and contributing to process improvements. This position offers competitive compensation and the opportunity to work in a progressive remote environment.