On-Offboarding and Client Operations Specialist
- Milano
- Tempo indeterminato
- Full time
- Process mapping, updating and optimization
- Onboarding/offboarding activities for the Asset Manager operations perimeter
- Fund services
- Anti-Money Laundering / Counter Terrorism financing (KYC) first level activities
- Manage the operations activities related to onboarding/offboarding the Company’s clients and new investment portfolios/funds issued or managed by the Company
- Act as focal point between Operations and the Client Facing Functions
- Receive and consolidate preliminary information via structured questionnaires
- Coordinate feasibility checks with the different teams in operations and manage escalations and involve decision-making committees when needed
- Plan and monitor activities such as portfolio setup, account creation, IT access, reporting and limits
- Manage contractual review for operational aspects
- Managing directly with the Custodian Banks the administrative activities related to the opening and closing of cash and custody accounts
- Master’s degree in finance or economics
- At least 3 years experience in Financial Services with a significant experience in Operations area
- Knowledge of asset & wealth management industry
- Knowledge of operational and documentation workflows
- Fluency in English. The knowledge of a second foreign language (French and/or German) will be considered a plus
- Proficiency in Office tools
- Self-motivated, strong team working and interpersonal skills
- Proactive and willing to take over responsibility
- Strong coordination and cross-functional collaboration
- Attention to detail and regulatory compliance
- Solid problem solving and ability to perform well under pressure and against tight deadlines
- International mindset
- Hands-on, curious, highly motivated and energetic, flexible, with a deep sense of client’s interest and with a clear focus on results