Client Onboarding Officer (Contract) - ManCo
Job ref: 51320
LocationDublin City Centre
SectorFunds & Investment Management
Job typeFixed Term Contract
Salary€60,000 - €120,000
We are working with a leading ManCo to source a Client Onboarding Officer (9-12 month contract), you will take ownership of the end-to-end onboarding process, ensuring fund launches, transfers, and maintenance events are delivered efficiently, compliantly, and to the highest client service standards.
You will act as the central point of coordination across multiple stakeholders, driving projects forward, resolving issues proactively, and ensuring clients receive a best-in-class onboarding experience from inception through to successful transition into business-as-usual operations.
The role:
You will act as the central point of coordination across multiple stakeholders, driving projects forward, resolving issues proactively, and ensuring clients receive a best-in-class onboarding experience from inception through to successful transition into business-as-usual operations.
The role:
- Lead and coordinate fund onboarding activities, including fund launches, transitions, restructures, and maintenance events.
- Manage onboarding projects from initiation through to completion, ensuring milestones, deadlines, and client expectations are met.
- Serve as the primary contact for clients, delegates, service providers, and internal stakeholders throughout the onboarding lifecycle.
- Build strong relationships with key stakeholders and confidently manage escalations when required.
- Provide accurate project reporting, clear communication, and comprehensive documentation to ensure transparency and effective governance.
- Coordinate cross-functional teams to ensure seamless delivery and alignment across all workstreams.
- Oversee the legal, regulatory, and operational setup of client mandates, ensuring accuracy and compliance.
- Manage account opening processes, including Depositary, Custodian, and Clearer accounts.
- Partner with operational teams to ensure all onboarding requirements are completed and readiness is achieved ahead of launch.
- Collaborate closely with Subject Matter Experts, SRM teams, and other internal stakeholders on key operational and regulatory matters.
- Deliver a structured and comprehensive handover to relationship management and servicing teams, ensuring a smooth transition into BAU operations.
- Degree qualified or equivalent industry experience.
- Minimum 5 years' experience within the investment funds industry.
- Proven project management experience, ideally involving fund launches, transitions, or onboarding initiatives.
- Strong knowledge of fund structures and regulatory frameworks, including UCITS and AIFMD.
- Excellent stakeholder management and client-facing communication skills.
- A collaborative and solutions-oriented approach with the ability to influence across teams.
- Highly organised with strong attention to detail and the ability to manage multiple projects simultaneously.
- Resilient, dependable, and committed to delivering exceptional client service.
- Proficient in Microsoft Office applications
