Onboarding and Client Service Associate

hace 1 semana


Miguel Hidalgo, Ciudad de México WTW A tiempo completo
Onboarding and Client Service Associate

  • Miguel Hidalgo, MX
March 05, 2024

We are currently looking for an Associate to join the Onboarding and Client Servicing team.

This team supports the WTW Delegated Investment Solutions (DIS) business (also referred to as OCIO or Outsourced Chief Investment Officer services) and is part of a wider Global Investment Operations group of 160 colleagues.


In this role, your core focus will be on supporting our clients from onboarding through to providing them with monthly reports and responding to queries from predominately institutional clients who invest in Pooled Funds and Alternative Investments.

The Associate will execute the onboarding of a new client and a new manager to our platform, while also generating and delivering monthly client reports and responding to client and other team questions and requests.


The Role

  • Onboarding
  • Participate in meetings with the client to better understand the client's current investment structure, plans and other requirements, and document and share such with the wider WTW team.
  • Create detailed onboarding plans that encompass the necessary tasks for internal and external teams and manage its implementation to ensure our operational team can effectively and accurately begin trading on the onboarding date.
  • Coordinate and lead calls with the client's trustee/custodian and legacy fund managers to ensure all trading processes are obtained, documented and confirmed.
  • Work with internal compliance to ensure all necessary documentation is obtained for our Anti-Money Laundering review.
  • Participate in calls with incoming managers that assist the operations team in understanding the fund trading and reporting processes
  • Coordinate with other internal teams to approve funds for investment by new and existing clients.
  • Client Services
  • Using custom processes, generate, review for accuracy, and deliver monthly statements to all delegated clients.
  • Review requests received from clients, internal and external teams and, if necessary, reach out to others for input and assistance, being sure to respond in a timely, confident, and accurate manner.
  • Manage and ensure collection of annual AML documentation followups, collection of annual HST plan information needs for Canadian managers and complete client eblasts for regulatory purposes
  • Foster and encourage strong relationships with external stakeholders such as investment managers, custodians, and trustees.
  • Other
  • Confidently articulate ideas for process improvement. You will be encouraged to question the status quo, and lead efficiency projects, large or small, to improve Onboarding and Client Servicing practices globally.

The Requirements

  • Undergraduate degree in Business, Math or Finance, or equivalent experience with professional certifications.
  • A proven interest in finance, demonstrating a curiosity to continue to learn and grow as the industry changes.
  • A minimum of 3 years of successful experience in a related function within investments and client services.
  • A basic understanding of institutional clients and related products e.g. Pension Plans, Pooled Funds and Alternative Investments.
  • Understanding of the Canadian financial regulatory environment is a plus.
  • Exceptional attention to detail is essential.
  • An interest in recognizing areas for improvement; capable of advising on new/alternative best practices to evolve workflows.
  • You enjoy working with clients.
  • Demonstrated knowledge of trading operations, including an understanding of trade cycles.
  • Strong oral and written communication skills in English is required. French is an asset.
  • You align with WTW values of Client Focus, Teamwork, Integrity and Excellence. We value inclusivity, respect and diversity.
Equal Opportunity Employer

  • Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Onboarding Team in Mexico City, as a member of the Manager Onboarding sub-function. This team supports the Global WTW Delegated Investment Solutions (DIS) business (also referred to...


  • Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Onboarding Team in Mexico City, as a member of the Manager Onboarding sub-function. This team supports the Global WTW Delegated Investment Solutions (DIS) business (also referred to...


  • Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Onboarding Team in Mexico City, as a member of the Manager Onboarding sub-function. This team supports the Global WTW Delegated Investment Solutions (DIS) business (also referred to...


  • Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    Investment Senior Associate Miguel Hidalgo, MXAugust 16, 2023Responsibilities: Maintain outsourced service provider relationships Monitor service provider issue management Work with team on Fund product launches/Fund change support Review and manage the quarterly deliverables from the Investment Managers making sure they are adhering to their agreed...


  • Miguel Hidalgo, Ciudad de México PepsiCo A tiempo completo

    OverviewKnowledge Management Associate ManagerWe Are PepsiCoJoin PepsiCo and dare to transform We are the perfect place for curious people, thinkers and change agents. From leadership to front lines, we're excited about the future and working together to make the world a better place.Being part of PepsiCo means being part of one of the largest food and...


  • Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    Health and Benefits Lead Associate Miguel Hidalgo, MXFebruary 07, 2024This role is going to materially contribute to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.As a Health and Benefits Lead Associate you will contribute to a wide...

  • Analista de Onboarding

    hace 1 semana


    Miguel Hidalgo, Ciudad de México STEFANINI LATAM A tiempo completo

    El analista de Onboarding es el responsable de asegurar que los profesionales de los servicios cuenten con todos los accesos necesarios para que puedan desarrollar las actividades los profesionales asociados a la cuenta.Debe ser una persona que le guste el control documental, crear expedientes de profesionales y garantiza que los reportes de asignaciones se...

  • Ratings Associate

    hace 4 semanas


    Miguel Hidalgo, Ciudad de México Moody's Corporation A tiempo completo

    Experience Level: Experienced HireCategories:Credit Analysis & ResearchLocation(s):Cda. San Isidro 44, Reforma Soc, Miguel Hidalgo, Mexico City, Mexico State, 11650 CDMX, MXMoody's is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don't meet every single requirement, please apply...

  • Ratings Associate

    hace 1 semana


    Miguel Hidalgo, Ciudad de México Moody's Corporation A tiempo completo

    Experience Level: Experienced HireCategories:Credit Analysis & ResearchLocation(s):Cda. San Isidro 44, Reforma Soc, Miguel Hidalgo, Mexico City, Mexico State, 11650 CDMX, MXMoody's is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don't meet every single requirement, please apply...

  • Ratings Associate

    hace 3 semanas


    Miguel Hidalgo, Ciudad de México Moody's Corporation A tiempo completo

    Experience Level: Experienced HireCategories:Credit Analysis & ResearchLocation(s):Cda. San Isidro 44, Reforma Soc, Miguel Hidalgo, Mexico City, Mexico State, 11650 CDMX, MXMoody's is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don't meet every single requirement, please apply...


  • Miguel Hidalgo, Ciudad de México PepsiCo A tiempo completo

    Overview Guiding PepsiCo is our vision to Be the Global Leader in Beverages and Convenient Foods by Winning with PepsiCo Positive (pep+). pep+ is our strategic endtoend transformation that puts sustainability and human capital at the center of how we will create value and growth by operating within planetary boundaries and inspiring positive change for...


  • Miguel Hidalgo, Ciudad de México Swarovski A tiempo completo

    About the job The Client Services Specialist is responsible for supporting the management of business operations across channels and supporting the whole organization across teams so that business and customer service objectives can be met within México.First level support (1-to-1) for all administrative queries for all sales channels (SR, IR MOB/MUB) e.g....


  • Miguel Hidalgo, Ciudad de México PepsiCo A tiempo completo

    OverviewPepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated more than $79 billion in net revenue in 2021, driven by a complementary beverage and convenient foods portfolio that includesLAY'S , DORITOS , CHEETOS , GATORADE , PEPSI , QUAKER and more....


  • Miguel Hidalgo, Ciudad de México PepsiCo A tiempo completo

    Overview:We Are PepsiCoJoin PepsiCo and Dare for Better We are the perfect place for curious people, thinkers and change agents. From leadership to front lines, we're excited about the future and working together to make the world a better place.Being part of PepsiCo means being part of one of the largest food and beverage companies in the world, with our...


  • Miguel Hidalgo, Ciudad de México PepsiCo A tiempo completo

    Overview:Guiding PepsiCo is our vision to Be the Global Leader in Beverages and Convenient Foods by Winning with PepsiCo Positive (pep+). pep+ is our strategic end-to-end transformation that puts sustainability and human capital at the center of how we will create value and growth by operating within planetary boundaries and inspiring positive change for...


  • Miguel Hidalgo, Ciudad de México PepsiCo A tiempo completo

    Overview: PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated more than $79 billion in net revenue in 2021, driven by a complementary beverage and convenient foods portfolio that includes LAY'S , DORITOS , CHEETOS , GATORADE , PEPSI , QUAKER and more....


  • Miguel Hidalgo, Ciudad de México Human Access A tiempo completo

    We are looking for a Customer Service RepresentativeVacancy to work 100% face-to-face in Mexico City, Miguel Hidalgo (Por el Hospital Español).A video surveillance company is looking for a seasoned, hardworking, smart and organized Sales Customer Service.Objective: Achieve customer satisfaction with the best level of service in its class and act as...


  • Miguel Hidalgo, Ciudad de México PepsiCo A tiempo completo

    OverviewWe Are PepsiCoPepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated more than $79 billion in net revenue in 2021, driven by a complementary beverage and convenient foods portfolio that includes LAY'S , DORITOS , CHEETOS , GATORADE , PEPSI , QUAKER ...


  • Miguel Hidalgo, Ciudad de México PepsiCo A tiempo completo

    Overview PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated more than $79 billion in net revenue in 2021, driven by a complementary beverage and convenient foods portfolio that includes LAY'S , DORITOS , CHEETOS , GATORADE , PEPSI , QUAKER and more....


  • Miguel Hidalgo, Ciudad de México Manpower Mexico A tiempo completo

    Empresa: Manpower, S.A. de C.VManpower and an important Bank invites you to be part of its job team as:CUSTOMER SERVICE EXECUTIVE Responsabilities:Excellent Advice and Service to international clients by telephone about financial productsQualifications and Experience:High School6 months as Call Center Customer Service Executive in the Financial Sector...