Lead I - Client onboarding and Event Management

As a Team Leader at the company, your role will involve overseeing client onboarding and account management processes to ensure accuracy, compliance, and efficiency across various client touchpoints. You will be responsible for managing a small team, coordinating workload distribution, and serving as the primary point of escalation for operational and process-related queries. Key Responsibilities: - Provide team leadership by supporting team members in achieving departmental goals and being the initial point of escalation. - Coordinate workload distribution and offer guidance to ensure smooth operations. - Provide feedback to the manager regarding team members" progress, achievements, and development needs. External Account Setup, Amendment, and Closure: - Manage third-party entity onboarding, maintenance, and offboarding processes. - Set up and maintain various accounts such as Custody, FX Broker, Clearing Broker, Prime Broker, Unit Trust Transfer Agent, and Third-Party Administrator. - Conduct due diligence and ongoing monitoring of executing brokers. - Handle custody and market openings along with related maintenance tasks. - Establish ETD (Exchange Traded Derivative) accounts with clearing brokers. - Upload KYC and NAV data into Counterparty Manager (CPM) and grant brokers permission to view documents. - Address Level 1 KYC queries and monitor expiring documents for timely updates. Mandate and Portfolio Setup, Amendment, and Closure: - Manage the setup and maintenance of mandates, portfolios, and related items in Aladdin and Schroder data masters. - Handle static data amendments, portfolio group maintenance, and derivative agreement setups in Aladdin (Deco). - Configure brokers, update fund manager details, and maintain compliance rules and lists. - Supervise trade reporting configuration and updates. Fund Implementation and Lifecycle Events: - Coordinate fund and share class launches and closures. - Manage side pocket creations, redemptions, and shareholder communications. - Handle Legal Entity Identifier (LEI) creation and renewals. Skills Required: - Client onboarding - KYC - AML About UST: UST is a global digital transformation solutions provider that has been working with leading companies for over 20 years to drive real impact through transformation. With a workforce of over 30,000 employees in 30 countries, UST partners with clients from design to operation, embedding innovation and agility into organizations to make a boundless impact on billions of lives.,