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 Role

Be at the centre of the client onboarding journey, helping clients establish and grow their business with confidence. In this role, you'll work closely with clients, regulators and internal teams to coordinate onboarding, incorporation and lifecycle activities across a variety of financial services structures. You'll play an important part in creating a smooth and professional client experience while building valuable expertise in financial services and corporate governance.

This is an excellent opportunity to develop your knowledge of regulatory processes, client onboarding and corporate services within a collaborative and supportive environment. You'll build strong stakeholder relationships, contribute to high-quality client outcomes and gain exposure to a broad range of structures and jurisdictions, providing a strong foundation for future career growth.

Main Responsibilities:

• Support clients throughout the onboarding and lifecycle journey, delivering a seamless and positive client experience.
• Build trusted relationships with clients and stakeholders, providing timely and professional support.
• Review and coordinate due diligence documentation, helping clients navigate onboarding requirements with confidence.
• Prepare client engagement agreements and support the completion of onboarding and incorporation activities.
• Coordinate regulatory and licensing applications, ensuring submissions are accurate and efficiently progressed.
• Maintain high-quality client records and data, supporting effective collaboration across teams.
• Support client billing and related administration activities to facilitate a smooth client journey.
• Assist with lifecycle events and entity closure processes, ensuring all activities are completed in line with established requirements.
• Partner with colleagues across the business to deliver a consistent and client-focused service.
• Contribute ideas and initiatives that enhance client experience and operational effectiveness.

#LI-LL1 

#LI-Hybrid

Knowledge, Skills and Experience:

• Experience within financial services, corporate services, client onboarding or a related professional services environment.
• Understanding of corporate structures, regulatory requirements and client lifecycle processes within the financial services sector.
• Strong communication and relationship-building skills, with the ability to engage confidently with clients and colleagues.
• Excellent organisation and attention to detail, with the ability to manage competing priorities effectively.
• Proficiency in Microsoft Office applications; experience with iManage, NavOne, Viewpoint or similar platforms would be beneficial.
• Degree, diploma or professional qualification in Law, Management, Finance or a related discipline, or equivalent relevant 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.