Job Description

Job Description

  • Setup the required systems for new client/fund launches and some conversions.
  • Liaise with the Client Integration Team lead for all matter relating to systems setups.
  • In the case of conversions, load the latest fund NAV and TA information into the applicable systems.
  • Work as part of a team on large onboarding projects.
  • Participate in projects across departments and act as a representative of the team.
  • Respond to stakeholders ensuring superior customer service is provided.
  • Work well with internal stakeholders to ensure smooth on-boarding of new funds.
  • Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
  • Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
  • Ensure internal checklists are completed and signed off.
  • Ad hoc tasks, as required.

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