Middle Office Onboarding Specialist
Core
End-to-end onboarding and implementation for fund and retirement products, including account setup, documentation, data validation, and trade processing support.
Role type
Middle Office Onboarding Specialist
Builds
Fund and retirement product accounts and operational workflows
Domain
Financial Services / Investment Operations
Required skills
Data validation, trade processing support, KYC/AML compliance, documentation management, system setup, data reconciliation, process improvement, stakeholder coordination
Preferred skills
Advanced Excel, Power BI, Power Apps, Bloomberg, Aladdin, SimCorp, custodian/broker/payroll provider knowledge
Technologies
MS Office (Excel), Power BI, Power Apps, Bloomberg, Aladdin, SimCorp
Responsibilities
Perform end-to-end onboarding and implementation activities; Coordinate with internal teams, clients, and external partners for account setup and documentation; Ensure compliance with KYC/AML and regulatory requirements; Manage documentation, onboarding workflows, and client communications; Execute system setup and validate data integrity across platforms; Analyze datasets, reconcile discrepancies, and support data conversions; Identify operational issues and implement process improvements; Handle escalations and manage complex, high-priority cases; Drive continuous improvement and new tools adoption utilizing AI and automation solutions.
Seniority
Mid-level (3–5 years experience)