Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance 

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. 

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. 

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. 

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. 

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. 

What’s In It For You 

• Competitive salary 
• We are globally hybrid (please check the specifics for this role during interview process)
• Flexible working hours 
• Private Pension Plan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses 

Purpose of the Job

Play an important role in delivering a smooth and professional onboarding experience for new clients. As part of the Client Onboarding team, you'll coordinate key activities including due diligence, engagement agreements, entity set-up and regulatory applications, while working closely with clients, internal teams and relevant stakeholders throughout the onboarding journey.

This role offers the opportunity to build your knowledge of client onboarding, corporate structures and financial services processes within an international environment. You'll develop strong stakeholder relationships, gain exposure to a variety of client structures and contribute to an efficient transition from onboarding into ongoing administration, while building valuable technical and professional skills.

Main Responsibilities

• Guide clients through the onboarding journey, providing clear and professional support from initial engagement through to handover.
• Review due diligence documentation and coordinate with clients to gather the information required to progress onboarding activities.
• Support clients with the completion of forms, questionnaires and business plans as part of the onboarding process.
• Prepare Client Engagement Agreements and coordinate their completion with clients and relevant stakeholders.
• Coordinate client creation, billing set-up and related onboarding activities.
• Maintain accurate and complete client information and documentation within internal systems.
• Prepare and coordinate entity set-up, incorporation, registration and licensing applications through relevant platforms.
• Work closely with internal teams and relevant stakeholders to support the successful onboarding of new client entities.
• Coordinate client handovers to administration teams, supporting a seamless transition into ongoing service delivery.
• Support offboarding and other entity lifecycle activities through the preparation and coordination of relevant documentation.
• Build strong relationships with clients and colleagues to deliver a consistent and high-quality client experience.
• Contribute to initiatives that enhance onboarding processes, service quality and the overall client journey.

#LI-LL1 

#LI-Hybrid

• Degree or diploma in Law, Management, Finance or a related discipline.
• A professional qualification relevant to corporate or financial services would be beneficial.

Knowledge, Skills and Experience

• Experience within client onboarding, financial services, corporate services or a related professional environment.
• Understanding of corporate structures, client onboarding processes and financial services regulatory requirements.
• Strong communication and relationship-building skills, with the ability to collaborate effectively with clients, colleagues and stakeholders.
• Strong organisational skills and attention to detail, with a focus on maintaining accurate client information and delivering a high-quality onboarding experience.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
  Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.