Onboarding Specialist | (SJ628)

Onboarding Specialist | (SJ628)

18 ene
|
WTW
|
Miguel Hidalgo

18 ene

WTW

Miguel Hidalgo

**Duties and Responsibilities**
- Successfully manage multiple activities in investment operations for a variety of clients.
- Respond to requests from internal or external clients for additional information as assigned
- Clearly and efficiently communicate with custodial banks, investment and fund managers, record-keepers and other external parties involved, as well as client servicing and operational teams, to ensure all activities are aligned
- Adhere to our Professional Excellence principles to ensure that work is completed accurately and to a high standard
- Demonstrate risk-management excellence and adhere to documented procedures
- Provide specialist advice to the various teams in the business




- Support the Operations (Onboarding, Trade Management, Middle Office, Investment Performance and Processing, and Third-Party Oversight) team, developing good working relationships and openly communicating on work matters.
- Consistently interact with other team members and client teams to keep them informed on progress and ensure they also carry out any required actions
- Build strong relationships internally and collaborate effectively on cross-functional teams
- Other duties as assigned including project work that may include documenting processes, creating templates, or maintaining data.
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Communicate issues to the team lead and client team in a timely manner with proactive follow-up as necessary
- Manage work according to deadlines

**The Requirements**
- 3 to 5 years of relevant experience in an investment operations environment
- Undergraduate degree, preferably in Business or related, or equivalent work experience
- Project management skills,



attention to detail and the ability to meet deadlines
- Advanced oral and written communication skills in English is a must
- Team-player with the ability to fit seamlessly into the wider practice
- Keen attention to detail
- Strong service orientation and sense of urgency regarding client needs
- Microsoft office advanced (Excel, Word, Power

Point, mainly)
- Ability to be a self-starter and work independently, but also cooperatively in a team environment
- Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice

**Equal Opportunity Employer

El anuncio original lo puedes encontrar en Kit Empleo:
https://www.kitempleo.com.mx/empleo/134490464/onboarding-specialist-sj628-miguel-hidalgo/?utm_source=html

Suscribete a esta alerta:
Escribe tu dirección de correo electrónico, te permitirá de estar al tanto de los últimos empleos por: onboarding specialist | (sj628)

Postulate a este anuncio

Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.

Suscribete a esta alerta:
Escribe tu dirección de correo electrónico, te permitirá de estar al tanto de los últimos empleos por: onboarding specialist | (sj628)