Client Associate, Fund Management
Core
Handle customer inquiries, verify requests, and support onboarding for corporate and retail clients in fund management while ensuring AML/KYC compliance.
Role type
Client Associate (Fund Management)
Builds
Customer service operations and regulatory compliance processes for fund management clients
Domain
Financial Services / Fund Management
Deliverable
client delivery
Required skills
Customer service, AML/KYC compliance, fraud detection, client onboarding, regulatory adherence, process improvement
Preferred skills
Transfer agency experience, fund management experience, multitasking, working under pressure
Technologies
None stated
Responsibilities
Answer customer enquiries via phone, email, or post; verify customer requests; understand and apply AML/KYC requirements; detect and report suspicious activity; support new customer onboarding and ongoing KYC due diligence; participate in business process improvement activities; maintain knowledge of client products and market conditions; perform departmental mailing activities.
Seniority
Entry-level to Junior (2 years experience preferred)