The Investor Services Associate is responsible for: - Liaise with and respond to client queries in relation to onboarding process and progress - Track and manage end to end client onboarding process - Lead and manage Client restructures and major change events - Validate client FATCA and CRS forms - Complete preliminary review of investor legal documents - Perform AML/ KYC Risk assessment and provide AML/ KYC oversight - Cross reference AML/ KYC data against all investor documents - Perform stat... more details
Excellent opportunity at a reputable financial institution
Join a collaborative team!
About Our Client
Our client is a global investment manager with over 100 billion in AUM.
Job Description
The Investor Services Associate is responsible for:* Liaise with and respond to client queries in relation to onboarding process and progress * Track and manage end to end client onboarding process * Lead and manage Client restructures and major change events * Validate client FATCA and CRS forms * Complete preliminary review of investor legal documents * Perform AML/KYC Risk assessment and provide AML/KYC oversight * Cross reference AML/KYC data against all investor documents * Perform static data maintenance in CRM * Support Client data remediation activities related to onboarding * Support compliance filings * Support internal and external Audits * Support other areas of the business on a needs basis
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
5+ years of related experience in Investor On-boarding, Data Analytics and Reporting experience
3+ years in Client Service roles with asset management and/or fund administration
Previous institutional FATCA and CRS validation experience essential
Previous experience with AML/KYC processes essential
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