client onboarding analyst

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Join a global team dedicated to delivering seamless account onboarding and data analysis for institutional clients and funds. Collaborate with diverse stakeholders and drive process improvements in a dynamic environment. Advance your career by contributing to operational excellence and client satisfaction.</p><p><br>
As an Account Onboarding &amp; Data Analyst in the Global Alternative Account Onboarding team, you oversee account setup and maintenance for institutional clients and funds. You coordinate with internal and external stakeholders to ensure compliance and smooth operations. You analyze data, identify trends, and implement improvements to enhance the client and fund experience.</p><p><b>
Job Responsibilities:</b></p><ul><li>
Oversee account setup and ongoing maintenance for institutional clients and mutual funds.</li><li>
Serve as primary contact for internal stakeholders throughout the account lifecycle.</li><li>
Lead coordination efforts with internal teams and external clients for event execution.</li><li>
Maintain accurate documentation and ensure compliance with regulatory requirements.</li><li>
Identify and mitigate risks associated with account and fund events.</li><li>
Proactively address issues to prevent disruptions in operations.</li><li>
Continuously evaluate and improve account and fund management processes.</li><li>
Collaborate with global teams to develop and implement best practices.</li><li>
Prepare regular reports on account activities and performance metrics.</li><li>
Analyze data to identify trends and opportunities for improvement.</li><li>
Communicate updates and address concerns with stakeholders effectively.</li></ul><p><b>
Required Qualifications, Capabilities, and Skills:</b></p><ul><li>
Demonstrate a bachelor&rsquo;s degree in commerce, finance, or a related field.</li><li>
Exhibit proven experience in account management, fund management, or client services.</li><li>
Apply strong understanding of financial products, services, and fund operations.</li><li>
Communicate effectively with excellent verbal and written skills.</li><li>
Manage multiple tasks and prioritize responsibilities efficiently.</li><li>
Solve problems with attention to detail and ownership of issues.</li><li>
Utilize Microsoft Office Suite for data analysis and reporting.</li></ul><p><b>
Preferred Qualifications, Capabilities, and Skills:</b></p><ul><li>
Leverage experience in asset management, investment banking, or wealth management.</li><li>
Identify process improvements and implement changes using digital tools such as Python, Tableau, or Alteryx.</li><li>
Build strong relationships with stakeholders at all levels.</li><li>
Adapt to fast-paced environments and tight deadlines.</li><li>
Collaborate with global teams for best practice sharing.</li><li>
Analyze data for actionable insights and performance enhancement.</li><li>
Demonstrate ability to work independently and within a team environment.</li></ul>
<b>ABOUT US</b><div><br>
<p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.<br>
<br>
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p></div><br>
<br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Client Onboarding - Analyst

Goldman Sachs

<div><div><div><div><div><div><div><p><b>WEALTH MANAGEMENT</b></p>
<p>
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.</p>
<p><b>
OUR IMPACT</b></p>
<p>
Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm&rsquo;s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business.</p>
<p><b>
BUSINESS UNIT OVERVIEW</b></p>
<p>
Consumer Investment Management Operations delivers asset management and wealth management capabilities to clients around the world. We are a multi-faceted group that partners with all areas of the Investment Management Division to support evolving markets and business requirements. Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control.</p>
<p>
The Middle Office Team(MO) is a support function team which works closely with Sales, Technology &amp; CWM teams across globe to provide major services which contributes to client experience and are critical in nature</p>
<p><b>
BASIC QUALIFICATIONS</b></p>
<ul><li>
Bachelor&rsquo;s Degree with experience</li><li>
Good understanding of the financial industry including active interest in financial services and Operation</li><li>
Strong interpersonal skills with ability to build the trust and confidence in capabilities, work well with others internally to accomplish client objectives</li><li>
Support Operations &amp; Technology in System &amp; process improvements</li><li>
Highly organized, attention to detail and excellent follow through skills</li><li>
Demonstrate ability in optimizing between excellent client excellence, strong risk management and operational efficiency</li><li>
Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities</li><li>
Demonstrates a strong commercial and client focused mindset balanced with a clear risk management approach</li><li>
Flexible and able to work well under pressure in a team environment</li><li>
Strong written and verbal communication skills</li></ul>
<p><b>
PREFERRED QUALIFICATIONS</b></p>
<ul><li>
0-2 years financial industry experience</li><li>
Knowledge about Payments &amp; payment systems</li><li>
Experience of Microsoft Office space</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b><br>
<br>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.</p>
<p>
Goldman Sachs is an equal employment/affirmative action employer</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Senior Analyst
OFFICE LOCATION(S)
Bengaluru
JOB FUNCTION
Client Services - Operations
DIVISION
Asset &amp; Wealth Management</p>

Asset & Wealth Management Operations - PWM Client Onboarding - Senior Analyst - Bengaluru

Apex Group

<div><div>The Apex Group was established in Bermuda in 2003 and is now one of the world&rsquo;s largest fund administration and middle office solutions providers.</div><div></div><div>
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.</div><div></div><div>
That&rsquo;s why, at Apex Group, we will do more than simply &lsquo;empower&rsquo; you. We will work to supercharge your unique skills and experience.</div><div></div><div>
Take the lead and we&rsquo;ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.</div><div></div><div>
For our business, for clients, and for you</div><div></div><div>
Client Onboarding Manager</div><div>
AVP Level 1</div><div></div><div>
Role Location: Manama, Bahrain</div><div>
Reporting Line: Head of Client Onboarding - MENA</div><div>
Employment Type: Permanent</div><div></div><div>
About Apex</div><div>
The Apex Group is a global financial services provider with 13,000+ staff across 80+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.</div><div></div><div>
Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.</div><div></div><div>
Your main responsibilities:</div><ul><li>
Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;</li><li>
Act as a first point of contact for client issues relating to onboarding matters.</li><li>
Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.</li><li>
Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, and Technology teams.</li><li>
As part of the onboarding process, the candidate will be expected to provide regular status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.</li><li>
Assist in the initial drafting and review of client service agreements.</li><li>
Interacting with the Legal Department on template management and control.</li><li>
Managing the internal review process across different product and service lines within the fund administration, corporate services, depository and other product lines.</li><li>
Provide day-to-day client onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships through active communication, facilitation and teamwork.</li><li>
Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines.</li><li>
Support the wider onboarding team and sub processes where required.</li></ul><div></div><div>
Your skills:</div><ul><li>
An individual with a bachelor/master&rsquo;s degree qualification or equivalent.</li><li>
A minimum of 3-5 years of experience within the investment funds industry.</li><li>
A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage, Project management skills.</li><li>
Be comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements.</li><li>
Knowledge of Client KYC and Legal contract management is an advantage.</li><li>
Be highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business.</li><li>
Possess team spirit and enthusiasm with the capacity to build strong client relationships.</li><li>
Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.</li><li>
Professional level of English (spoken and written), every other language is an advantage.</li><li>
Client facing experience is a must.</li></ul><div></div><div>
What you can expect:</div><ul><li>
We are looking for a client onboarding associate to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the Fund administration including Service Delivery teams, Compliance, Technology, Product Management &amp; Sales.</li></ul><div></div><div>
Performance:</div><ul><li>
The successful candidate will be expected to work on his / her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency.</li></ul><div></div><div>
Additional Information:</div><div></div><div>
We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision are made based on the skills, qualifications, and experiences.</div><div>
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet.</div><div>
For more information on our commitment to Corporate Social Responsibility (CSR)) please visit <div>https://theapexgroup.com/csr-policy/</div></div><div></div><div>
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.</div><div></div><div>
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.</div></div><div></div>

Client Onboarding Manager

Apex Group Ltd

<div>
 The Apex Group was established in Bermuda in 2003 and is now one of the world&rsquo;s largest fund administration and middle office solutions providers.
 <br/>
 <br/>
 Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
 <br/>
 <br/>
 That&rsquo;s why, at Apex Group, we will do more than simply &lsquo;empower&rsquo; you. We will work to supercharge your unique skills and experience.
 <br/>
 <br/>
 Take the lead and we&rsquo;ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
 <br/>
 <br/>
 For our business, for clients, and for you
 <br/>
 <br/>
 <strong>
  Client Onboarding Manager
  <br/>
  <br/>
 </strong>
 <strong>
  AVP Level 1
  <br/>
  <br/>
 </strong>
 <strong>
  Role Location:
 </strong>
 Manama, Bahrain
 <br/>
 <br/>
 <strong>
  Reporting Line:
 </strong>
 Head of Client Onboarding - MENA
 <br/>
 <br/>
 <strong>
  Employment Type:
 </strong>
 Permanent
 <br/>
 <br/>
 <strong>
  About Apex
  <br/>
  <br/>
 </strong>
 The Apex Group is a global financial services provider with 13,000+ staff across 80+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.
 <br/>
 <br/>
 Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.
 <br/>
 <br/>
 <strong>
  Your main responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;
  </li>
  <li>
   Act as a first point of contact for client issues relating to onboarding matters.
  </li>
  <li>
   Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.
  </li>
  <li>
   Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, and Technology teams.
  </li>
  <li>
   As part of the onboarding process, the candidate will be expected to provide regular status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.
  </li>
  <li>
   Assist in the initial drafting and review of client service agreements.
  </li>
  <li>
   Interacting with the Legal Department on template management and control.
  </li>
  <li>
   Managing the internal review process across different product and service lines within the fund administration, corporate services, depository and other product lines.
  </li>
  <li>
   Provide day-to-day client onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships through active communication, facilitation and teamwork.
  </li>
  <li>
   Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines.
  </li>
  <li>
   Support the wider onboarding team and sub processes where required.
   <br/>
   <br/>
  </li>
 </ul>
 Your skills:
 <br/>
 <br/>
 <ul>
  <li>
   An individual with a bachelor/master&rsquo;s degree qualification or equivalent.
  </li>
  <li>
   A minimum of 3-5 years of experience within the investment funds industry.
  </li>
  <li>
   A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage, Project management skills.
  </li>
  <li>
   Be comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements.
  </li>
  <li>
   Knowledge of Client KYC and Legal contract management is an advantage.
  </li>
  <li>
   Be highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business.
  </li>
  <li>
   Possess team spirit and enthusiasm with the capacity to build strong client relationships.
  </li>
  <li>
   Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.
  </li>
  <li>
   Professional level of English (spoken and written), every other language is an advantage.
  </li>
  <li>
   Client facing experience is a must.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What you can expect:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   We are looking for a client onboarding associate to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the Fund administration including Service Delivery teams, Compliance, Technology, Product Management &amp; Sales.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Performance:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   The successful candidate will be expected to work on his / her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Additional Information:
  <br/>
  <br/>
 </strong>
 We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision are made based on the skills, qualifications, and experiences.
 <br/>
 <br/>
 We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet.
 <br/>
 <br/>
 For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https://theapexgroup.com/csr-policy/
 <br/>
 <br/>
 <strong>
  Disclaimer:
 </strong>
 Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
 <br/>
 <br/>
 Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
</div>


Bella Advisors

<div>
 Bella Advisors
 <br/>
 <strong>
  Operations Specialist - Onboarding and Client Servicing
  <br/>
 </strong>
 <em>
  Location: Roswell, GA
  <br/>
 </em>
 <em>
  Compensation: Competitive base salary of $60,000 - $70,000 annually, commensurate with experience, plus benefits such as health insurance, 401(k) matching, and performance bonuses.
  <br/>
 </em>
 <strong>
  We are a growing Registered Investment Advisor (RIA) and Insurance firm seeking a resilient Operations Specialist to join our team and drive efficiency in client operations. If you're detail-oriented, thrive under pressure without getting rattled, and have a no-excuses "get it done" attitude, this role is for you. We're looking for someone who can handle the nitty-gritty of financial paperwork and client interactions while proactively building and refining processes to scale our operations. No room for thin-skinned types&mdash;this is a fast-paced environment where ownership and results matter.
  <br/>
 </strong>
 <strong>
  Key Responsibilities:
  <br/>
 </strong>
 <ul>
  <li>
   Manage end-to-end client onboarding, including gathering and processing paperwork, KYC/AML compliance, and ensuring seamless integration into our systems.
  </li>
  <li>
   Coordinate account transfers (ACATs) from external custodians to our firm, troubleshooting issues and minimizing downtime for clients.
  </li>
  <li>
   Handle daily client servicing tasks, such as responding to inquiries, updating records, generating reports, and resolving operational hiccups.
  </li>
  <li>
   Identify bottlenecks in current workflows and implement streamlined processes, documentation, and tools (e.g., CRM integrations, automation scripts) to improve efficiency and reduce errors.
  </li>
  <li>
   Collaborate with advisors, compliance, and custodians to ensure all operations align with regulatory standards (e.g., SEC, FINRA).
  </li>
  <li>
   Maintain meticulous records and audit trails to support firm growth and risk management.
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications:
  <br/>
 </strong>
 <ul>
  <li>
   2+ years of experience in financial services operations, preferably in an RIA, wealth management, or brokerage setting; familiarity with onboarding, account transfers, and client servicing is a must.
  </li>
  <li>
   Proven ability to establish and optimize processes&mdash;think workflow diagrams, SOPs, and tech tools like Salesforce or similar.
  </li>
  <li>
   Thick skin and a proactive mindset: You roll up your sleeves, push through obstacles, and deliver results without hand-holding.
  </li>
  <li>
   Strong attention to detail with the ability to spot errors in complex documents and multitask in a high-volume environment.
  </li>
  <li>
   Excellent communication skills for interacting with clients, advisors, and vendors&mdash;professional yet straightforward.
  </li>
  <li>
   Proficiency in Microsoft Office, financial software (e.g., Tamarac, Orion, or Excel for data manipulation), and basic tech troubleshooting.
  </li>
  <li>
   Bachelor's degree in finance, business, or a related field preferred; Series 65 or similar licensing a plus but not required.
   <br/>
  </li>
 </ul>
 If you're the type who turns chaos into systems and gets satisfaction from making things run smoother, apply now with your resume and a brief note on a process you've improved in a past role. We value action over perfection&mdash;let's build something great.
 <br/>
 <br/>
</div>


Operations Specialist - Client Onboarding and Servicing

Al-Futtaim

<div>
 <strong>
  Job Requisition ID:
 </strong>
 172475
 <br/>
 <br/>
 Established in the 1930s as a trading business, Al-Futtaim Group today is one of the most diversified and progressive, privately held regional businesses headquartered in Dubai, United A&rdquo;rab Emirates. Structured into five operating divisions; automotive, financial services, real estate, retail and healthcare; employing more than 35,000 employees across more than 20 countries in the Middle East, Asia and Africa, Al-Futtaim Group partners with over 200 of the world's most admired and innovative brands. Al-Futtaim Group&rsquo;s entrepreneurship and relentless customer focus enables the organisation to continue to grow and expand; responding to the changing needs of our customers within the societies in which we operate.
 <br/>
 <br/>
 By upholding our values of respect, excellence, collaboration and integrity; Al-Futtaim Group continues to enrich the lives and aspirations of our customers each and every day.
 <br/>
 <br/>
 <strong>
  Overview Of The Role:
  <br/>
  <br/>
 </strong>
 The HR Analyst in Onboarding provides crucial operational support throughout the new hire onboarding process. This role is responsible for handling onboarding queries, coordinating with new joiners, and ensuring all necessary documentation complies with legal requirements. Success in this role is attributed to efficient communication with stakeholders across the MENA region and adherence to company policies. A key aspect of the role is to ensure data integrity and operational excellence, while continuously improving service delivery. The position does not oversee other staff but impacts the experience of new employees and maintains data confidentiality and integrity.
 <br/>
 <br/>
 <strong>
  What You Will Do:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Provide operational support for new hire processes, including managing onboarding queries and coordinating communication with new joiners.
  </li>
  <li>
   Process necessary documents for government formalities and coordinate joining formalities such as hotel bookings, e-ticket issuance, and corporate induction.
  </li>
  <li>
   Advise on company policies and UAE labor law in collaboration with Line Managers, HR Business Partners, and other stakeholders across MENA countries.
  </li>
  <li>
   Ensure case management and resolution adheres to Service Level Agreements and meets turnaround time requirements.
  </li>
  <li>
   Foster customer focus and collaboration, gathering feedback through surveys and direct stakeholder feedback.
  </li>
  <li>
   Ensure data integrity through quality checks, maintaining confidentiality, and accurate SAP entries.
  </li>
  <li>
   Promote service excellence and teamwork through continuous improvement initiatives and effective information sharing.
  </li>
  <li>
   Maintain operational excellence by updating work in progress reports, ensuring timely escalations, tracker updates, and case closures.
  </li>
  <li>
   Stay updated on company policies and procedures, especially in relation to compliance with UAE labor laws.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Skills To Be Successful:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Problem-solving and troubleshooting skills.
  </li>
  <li>
   Decision-making skills.
  </li>
  <li>
   Excellent communication skills, with Arabic as a plus.
  </li>
  <li>
   Strong attention to detail.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What Qualifies You For The Role:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree or equivalent in HR, Business, Management, or Technology.
  </li>
  <li>
   2-3 years of HR generalist experience in the UAE or GCC, with a focus on onboarding.
  </li>
  <li>
   Proficiency in supporting SAP HR Module or similar ERP systems, and PC applications like Word, Excel, PowerPoint, and Outlook.
  </li>
  <li>
   Familiarity with helpdesk tools such as Salesforce and experience in a fast-paced shared services environment are advantageous.
  </li>
  <li>
   Knowledge of UAE Labor Law is essential.
   <br/>
   <br/>
  </li>
 </ul>
 We&rsquo;re here to provide excellent service but a little help from you can ensure a five-star candidate experience from start to finish.
 <br/>
 <br/>
 Before you click &ldquo;apply&rdquo;: Please read the job description carefully to ensure you can confidently demonstrate
 <strong>
  why
 </strong>
 this opportunity is right for you and take the time to put together a well-crafted and personalised CV to further boost your visibility. Our global Talent Acquisition team members are all assigned to specific businesses to ensure that we make the best matches between talent and opportunities. We not only consider the requisite compatibility of skills and behaviours, but also how candidates align with our Values of Respect, Integrity, Collaboration, and Excellence.
 <br/>
 <br/>
 As part of our candidate experience promise, we also want to make ourselves available to you throughout the application process. We make every effort to review and respond to every application.
</div>


HR Analyst - Onboarding | Corporate Services

Vestwell

<div><div><p>Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.</p>
<p>
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.</p>
<p>
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com</p></div><p><b>
Who Are We Looking For?</b></p>
<p>
We are growing and looking for an experienced Senior Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.</p>
<p>
While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you!</p>
<p><b>
What Will You Be Doing?</b></p>
<p><i>
Day-to-day you will be expected to:</i></p>
<ul>
<li>Primary internal client advocate representing plan sponsor and advisor contacts</li>
<li>Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform<br>
</li>
<li>Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders<br>
</li>
<li>Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements</li>
</ul>
<p><b>Requirements</b></p>
<p><i>
The Necessities</i></p>
<ul>
<li>2-4 years of experience in project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders.</li>
Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices <li>- bonus points for deployment/build experience</li>
<li>Demonstrated aptitude for learning, creating, and iterating rapidly.</li>
<li>Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data</li>
</ul>
<p><i>The Extras</i></p>
<ul>
<li>General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS)</li>
<li>Qualified 401(k) Administrator (QKA) or higher ASPPA credential</li>
<li><div>PMP or similar project management certifications</div>
</li>
</ul><p>This role will be based in Vestwell's New York or Austin office, and will be expected to report to the office in a hybrid schedule.</p>
<p>
The expected base salary range for this position is a minimum of $70K - $80K, plus performance based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.</p><div><p><b>
OUR BENEFITS</b></p>
<p>
We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!</p>
<p><b>
OUR PROCESS</b><br>
<br>
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. <i>Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.</i> We prioritize transparency and lack of surprise throughout the process.</p>
<p>
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.</p>
<p><i>
Vestwell's </i><i>Privacy Policy.</i><i> Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: </i><i>Vestwell's California Privacy Rights Policy.</i></p></div></div>

Senior Associate, Onboarding

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