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Client Onboarding Specialist- Investment Management

Voya IndiaBengaluru, Karnataka, India

7 hours ago

Job description

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 :

Undergraduate degree in finance, accounting or business administration, or equivalent work experience

Minimum 2 years of experience in financial services operations / accounting or related field

Service oriented, client-focused, consultative philosophy.

Proactive ownership and leadership approach.

Project management skills : able clearly articulate project objectives and independently lead projects and effectively address issues to ensure timely and accurate resolution.

Very strong technical skills; ability to optimize technology tools, both custom built and vendor (MS, Planner / Project Management, Salesforce, etc.).

Effectively manage competing priorities and handle multiple projects / tasks concurrently.

Strong attention to detail.

Preferred Knowledge & Experience :

Preferred (but not required) knowledge of investment management business / asset management industry; client onboarding experience in this specific industry as well as all regulatory aspects.

Knowledge of operational and investment product aspects of fixed income and equity securities, public and private markets, asset management business is preferred

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Onboarding Specialist • Bengaluru, Karnataka, India