Drive fund launch and Onboarding -Admin / Custody launch tracking and support - Kick off the process, attending launch calls, interface with Onboarding teams, track timing, create onboarding forms, FTE submittal.Liaising with internal teams on contracts and KYCProvide support on Pricing and Billing -Billing setup and aged receivables - pulling invoices, bad debt management and write off, prep for calls and reporting to RMs, following up with the clients (when appropriate)Completing KYC, Periodic reviews, and Annual reviewsProvide projects, remediations and reconciliation support to the RM sTo be successful in this role, we re seeking the following :
- Any Graduate / Post-graduate
- Experience in Commercial and Sales support for Investment banks / asset services / Financial services. Comfortable in liaising with global clients, internal and external stakeholders.
- Experience in Client onboarding and KYC / Compliance
- Having experience in billing and pricing is an added advantage.
- Should be comfortable working in shift.
Skills Required
Financial Services, Billing, Bloomberg