Job Description
Client Service Consultant: Onboarding (Prescient Fund Services)
The Transfer Agency Client Service team aims to provide excellent levels of client service to all investors in a timely and accurate manner. Recognising its key position as the conduit between the client and the broader Prescient Fund Services operational teams. As part of the onboarding function of the broader client service team you will be responsible for performing all duties relating to the client onboarding process for individuals and legal entities.
DUTIES & RESPONSIBILITIES
- Client onboarding process and account creation for individuals and legal entities which includes Docfox (KYC application) and the unit registry system across all management companies where administration is performed.
- Perform validation checks on the Client documents submitted for onboarding a new investor to ensure the necessary FICA requirements are met in accordance with the FIC and the relevant RMCP ...