Senior Officer - Client Onboarding, Corporate & Fund Services

Arendt Investor Services (AIS) is the investor services’ arm of Arendt. We help clients to efficiently run the operational side of their business, bringing peace of mind to investors. Equipped with the latest technology, our 300 experts provide clients with an integrated suite of fund and corporate services, delivered to the highest market standards.

Our services complement Arendt’s legal expertise and regulatory & consulting services. We are a Professional of the Financial Sector (PFS) supervised by the CSSF and ISO 22301 certified.

The experts at AIS and AManco provide clients with: Corporate Services, Fund Administration Services, Governance Services, Operational AML & Compliance Services, Tax Compliance Services, Depositary Services, as well as Third Party AIFM Services (provided by AManco S.A.).

Given the ongoing development of AIS, we are currently recruiting:

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Senior Officer - Client Onboarding

Corporate & Fund Services

Your role:

As part of our Client Onboarding team, you will play a key role in managing and coordinating the end-to-end onboarding of new clients and client conversions, ensuring a smooth, efficient and high-quality experience throughout the process.

Your responsibilities will include:

• Manage and coordinate onboarding projects from initiation through completion, acting as a central point of contact for clients and relevant internal and external stakeholders.
• Coordinate on a day-to-day basis with prospective clients, internal teams, lawyers, notaries, banks and other service providers to ensure the timely progression of onboarding activities.
• Independently manage multiple onboarding projects simultaneously, including complex and time-sensitive onboardings, while effectively prioritising competing deadlines, actions and dependencies.
• Coordinate the drafting, review and negotiation of service agreements and contribute to the review of fund offering documentation in collaboration with the relevant internal and external stakeholders.
• Work closely with our KYC/AML experts responsible for performing the initial due diligence on prospective clients and coordinate the collection of the information and documentation required for client acceptance.
• Take ownership of the overall onboarding experience and ensure that clients receive a consistent, responsive and high-quality service throughout their onboarding journey.
• Lead regular project and status calls with clients and stakeholders, maintain onboarding project plans, monitor key milestones and dependencies, follow up on outstanding actions and proactively identify potential blockers.
• Provide clear and regular reporting on the status of ongoing onboardings and conversions, including key outstanding items, risks and matters requiring escalation or management attention.
• Ensure that client information and onboarding records are accurately and consistently maintained in our internal systems and databases.
• Work closely with Senior Management and provide visibility on client requirements, expectations, challenges and emerging needs.
• Demonstrate sound judgement in resolving day-to-day onboarding matters, taking ownership of issues and involving or escalating to the relevant specialists or Senior Management where appropriate.
• Identify and contribute to process improvements and initiatives aimed at increasing efficiency, consistency and the overall client experience.
• Proactively contribute to finding practical solutions to client needs during onboarding and support the development of strong and lasting client relationships.

Your profile:

• You ideally hold a degree in Business Management, Law, Economics, Finance or a related field.
• You have approximately 3 to 5 years of relevant professional experience in the financial services, fund services, asset services or corporate services environment, with meaningful exposure to client interactions.
• You have experience in coordinating or managing client onboarding, implementation, conversion or other multi-stakeholder projects.
• You have strong knowledge of Fund Services, Asset Services and/or Corporate Services and a good understanding of the Luxembourg financial services environment.
• You are familiar with KYC/AML requirements and have an interest in continuing to develop your knowledge of the regulatory environment, particularly in relation to Financial Crime.
• You have excellent relationship management and communication skills and are confident interacting with clients as well as internal and external stakeholders.
• You are highly organised, rigorous and able to manage several projects and competing priorities simultaneously.
• You demonstrate a high degree of autonomy, ownership and accountability and are comfortable driving matters forward proactively.
• You have strong problem-solving skills and sound judgement, with the ability to identify issues, propose practical solutions and escalate matters appropriately.
• You are dynamic, proactive and comfortable working in a fast-paced and evolving environment.
• You have a positive, collaborative and enthusiastic attitude and are committed to turning every client interaction into an opportunity to deliver an excellent client experience.
• You are fluent in English. Fluency in French and/or German would be considered an advantage.

#AIS

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Within Arendt, we uphold high standards. Our professionals work with clients on engaging projects, empowered from the start. With a strong local presence in Luxembourg and international reach, we support and train our team members to thrive in a culture of excellence. Specialised teams ensure the right skills are available, allowing for a focus on added value. Our leaders are approachable, providing support and mentoring.

We offer a vibrant social life with numerous events, embracing sports and art, our culture encourages openness and discovery beyond the professional realm. With over 50 nationalities represented, Arendt is committed to the well-being of its staff, serving the best interests of its clients, protecting the environment, and supporting education.

Arendt promotes equal opportunities and value each employee for what they bring to the community. For more information, please refer to our diversity and inclusion policy on our website.

Interested?

If you are interested in this job opportunity, we are looking forward to receiving your application.
All applications will be treated confidentially.

Please be aware that the selected candidate will be required to provide a criminal record (or certificate of good conduct).

#AIS