Client Onboarding Analyst
Core
Client Onboarding Analyst supporting investors through subscription and transfer processes on the TrustView portal, including AML/CFT reviews and cross-functional coordination.
Role type
Client Onboarding Analyst
Builds
Investor subscription and transfer workflows on TrustView
Domain
Asset Management / Fund Administration / Compliance
Deliverable
client delivery
Required skills
AML/CFT knowledge, legal/regulatory interest, client interaction, process coordination, Excel proficiency, written/oral communication (French/English)
Preferred skills
Internal candidate with 1-2 years in Fund Finance/Compliance/Risk/Legal
Technologies
TrustView, CRM, Power BI
Responsibilities
Guide investors through subscription and transfer processes on TrustView, conduct first-level AML/CFT reviews, coordinate with Tax/Legal/Admin teams, organize closing follow-up meetings, improve team tools and processes
Seniority
Junior, hands-on IC
