Job Description

London
Position Description


The Client Onboarding & Solutions Associate located in London will be responsible for coordinating the onboarding and account opening for a range of clients, serving as a primary point of contact to new clients and to the Investment Teams managing client portfolios. The candidate will play a key role in maintaining Partners Capital's high standards and ensuring a positive client experience.


This role is client facing with both internal and external stakeholders, and thus a strong candidate will be comfortable interacting with clients and counterparties in a professional manner with a high attention to detail. At the onset, the individual will help to implement new procedures, leveraging existing processes and teams where they exist and creating new processes if needed. Over time the candidate will be expected to have a good understanding of different investing entity structures and the documentation associated with each, a good level of regulatory knowledge and familiarity with Partners Capital and our third-party processes.


The successful candidate will have a wide range of responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm's continued success, including but not limited to:

Client Account Onboarding

Work with members of the Business Development, Investment, Compliance, and Client Operations teams to onboard new client accounts + Preparation of the Partners Capital investment management agreement and associated account opening documentationReviewing different client account structures and first review of Know Your Client (KYC) documentationEnsuring Anti-Money Laundering (AML) regulations are adhered toInternal account set up and logging of client informationClient third party account set-up (e.g., custodian, brokerage)Partners Capital client portal account set-upMaintaining and logging all client documentationSeamless hand-off to Client Service team once account opening is complete
+ Work with Portfolio Reporting team to coordinate client reporting requirements
Work with the manager responsible for account onboardings to increase operational efficiency. Drive excellence in operations and client service across a range of Institutional and Private client relationships Manage operations communication externally with clients and their counterparties Collaborate closely with internal stakeholders in managing client relationships (e.g. Business Development, Investment Team, Compliance) Maintain and update Onboarding checklist, KPI dashboard, and Onboarding database Respond to operations related RFP inquires and requests for prospective clients Assist with creating materials used in client meetings Assist with the population and development of internal client information databases Assist with portfolio implementation and transition management.

Client Solutions

Support senior team members in the Client solutions function. Responsibilities include:

Client investment solution design:

work in partnership with the Business Development team to structure and solutionise how clients will invest, ensuring that proposed approaches align with their operational preferences

Product and Portfolio Understanding:

develop a detailed understanding of the investment products available to clients, including public and private market strategies, and how these integrate into overall portfolio construction

Service Provider Coordination:

understand and evaluate different service provider offerings (e.g. custodians, administrators and brokers) to determine the most efficient and effective investment.

Project and Strategic Initiatives

Assess and make recommendations to improve processes and procedures Collaborate across the team and Firm to implement process improvement initiatives Support the management team with strategic and tactical onboarding team development projects.

Other

Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.


Qualifications / Attributes


The ideal candidate will have strong attention to detail, communication skills, and ability to multi-task in a fast-paced environment.


Prior experience (approximately 2-4 years) in investment operations, investor relations, or onboarding experience is preferred Ability to multi-task and prioritize daily workloads while working efficiently and accurately Articulate self-starter with strong analytical and organizational skills Strong attention to detail High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) Excellent interpersonal, problem solving and communication skills High degree of integrity and professionalism Team player who is willing to do whatever it takes to contribute to the success of the business.
Benefits


Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible "results-focused" working model.


Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.


Contact Details


Please send your CV and cover letter to recruiting@partners-cap.com with the subject "Client Onboarding & Solutions Associate". Further information about Partners Capital is available on our website www.partners-cap.com