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Associate I - Client Onboarding and Event Management

Associate I - Client Onboarding and Event Management

UST

13 - 17 years

0 Lacs

chennai tamil nadu

Posted:2 weeks ago| Platform: Shine logo

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Skills Required

client onboarding kyc aml

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be a detail-oriented and proactive Junior Analyst Client Onboarding supporting the end-to-end setup, maintenance, and closure of mandates, portfolios, and client accounts across internal systems. Your role will require strong organizational skills, data accuracy, and the ability to work effectively in a fast-paced operational environment. You will play a key role in ensuring smooth onboarding processes and compliance with internal and regulatory standards. Key Responsibilities: - Manage the setup, amendment, and closure of mandates and portfolios in Aladdin and internal data management systems. - Perform static data maintenance and ensure accuracy of client and portfolio information. - Create and maintain portfolio groups, broker configurations, and derivative agreements in Aladdin (Deco). - Execute fund manager updates, investment policy changes, and assignment of portfolio compliance rules. - Configure and maintain trade reporting and related operational parameters. - Coordinate with internal stakeholders to ensure timely completion of client onboarding tasks. - Ensure compliance with internal controls, KYC/AML standards, and data governance requirements. - Monitor onboarding metrics, resolve exceptions, and escalate issues where required. - Maintain audit trails and documentation for all onboarding activities. - Contribute to continuous process improvement initiatives to enhance onboarding efficiency and accuracy. Qualifications Required: - Strong understanding of client onboarding operations, account setup, and static data management. - Familiarity with KYC, AML, and regulatory documentation requirements. - Proficiency in Microsoft Excel (data management, lookups, basic formulas). - Excellent attention to detail and accuracy in data validation. - Strong organizational and multitasking skills to manage high transaction volumes. - Good understanding of operational risk and compliance principles. - Effective communication and collaboration skills to work with internal stakeholders across functions. - Analytical mindset with the ability to identify process gaps and recommend improvements. Additional Details of the Company: Omit this section as there are no additional details of the company mentioned in the JD.,

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Associate I - Client Onboarding and Event Management