Client Onboarding Professional
Munich, DE
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What it's about |
The Client Onboarding Team at Partners Group manages the timely completion of investor file reviews prior to admission as well as on an ongoing basis. Being in a central position between all internal and external teams involved as well as clients we ensure close coordination and alignment with the aim of creating flawless client experience.
Your responsibilities will be as follows:
- Align and agree closing dates for closed-ended fund offerings with the interested parties and coordinate task completion with the relevant teams.
- Hold regular update meetings on progress and initiate early escalation in case of challenges.
- Manage the investor transfer process
- Build and maintain a strong network with the members of all teams involved in the onboarding process, including escalation lines.
- Fluent English, written and spoken (other languages are a bonus)
- Experience and confidence in client communication
- Assertiveness and persistence in communication with internal and external stakeholders, proactive escalation of challenges
- Solution oriented and strong sense for positive client experience
- Adaptability to non-standard scenarios while remaining in line with legal and regulatory requirements
- Good organizational skills and attention to details
- Effective and reliable team player
- Proficiency with Microsoft Office applications
What we offer
Partners Group is a financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow including:
- Professional, international working environment
- Challenging, rewarding career within a growing company
- Collaborative environment, with on-the-job training and mentorship opportunities
At Partners Group, we thrive on new ideas for the benefit of our clients, employees and community. We are proud to be an equal opportunity employer and support diversity of perspectives.
Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com
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