Client Onboarding Specialist- Investment Management

About Voya India :

Voya India, formerly known as VFI SLK, pioneers the transformation of the financial services customer experience through the art of technology, innovation, and human creativity. We are dedicated to delivering cutting-edge solutions to Voya's Health (employee benefits), Wealth (retirement), and Investment Management businesses. Our expertise lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes.

Website

http : / / www.voyaindia.com

The Contributions You'll Make :

• Following dedicated processes and workflows, serve as project manager and liaison to implement new client portfolios and funds – with an emphasis on European mandates
• Administer technical onboarding system for each new client mandate to create workflows, generate tasks and obtain feedback and approval from internal cross-functional departments.
• Ensure continuous collaboration and full integration with Client Service and Operational teams via frequent teleconference, project management updates and management reporting.
• Communicate with client to understand requirements partnering with internal teams to ensure action items are communicated and delivered.
• Collect and distribute all 'Know-your-Client,' beneficial owner, AML and suitability client documents and work with Voya Compliance teams to provide appropriate documents for regulatory compliance.
• Document and communicate processes and deliverables across firm. Seek resolution to bespoke client operational matters.
• Utilize designated systems fully, maintaining all details of client requirements, ensuring accurate records of client and portfolio data in all integrated systems (Shareholder, CRM, Project Management Workflow).
• Apply investment industry knowledge and experience in Institutional client onboarding and other Client Service matters to effectively undertake and manage issues, identify enhancements and support improvements to internal processes, communications, and service delivery.
• Lead projects and participate in multi-functional project teams to support new business initiatives.

Minimum Knowledge & Experience :

Preferred Knowledge & Experience :

Skills Required

Salesforce, Project Management, Regulatory Compliance