Onboarding and Client Service Associate

hace 2 semanas

Miguel Hidalgo, 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.
- Co-ordinate 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
- Co-ordinate 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 follow-ups, 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

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