Senior Officer – Client Integration M/F

Written on .

THE ROLE

This is an exciting opportunity to excel in a key client facing role and be involved in creating the operational future of the Luxembourg entity. The role will be the central point of contact for Gen II Luxembourg Services operations teams, our wider business and client integrations.

The role sits within the operations team, and reports directly to the Manager of Operations Change Management and Client Integration

EXAMPLE YEAR ONE OBJECTIVES

  • Become an internal expert on the Gen II core systems used in operations.
  • Support the client integration of new and organic business growth
  • Lead initiatives to develop the client integration workflow within Gen II
  • Participate in internal & external trainings and development opportunities to broaden industry specific knowledge. Utilize comprehensive understanding of the fund-governing document, industry guides, regulations, and other private equity compliance requirements.
  • Develop relationships with all operations and business teams, gaining deep understanding and knowledge of process and systems.
  • Collaborate with the Technology team to lead business partnership for shared initiatives.

SPECIFIC RESPONSIBILITIES

Business Focus

  • Participate in client integration project design and implementation as an active and hands on partner to both operations and IT.
  • Demonstrate an understanding of the client service operating model and opportunities to gain efficiency within the scope of services.
  • Demonstrate expertise in fund administration operations and automation by researching & resolving friction points and proposing possible process and technology solutions.

Projects

  • Support the Manager to develop proposals and recommendations, to prepare and present the client integration to relevant senior managers across Gen II
  • Translate business objectives into project step plans towards delivery, assess training needs and act as a central point of contact for advice and support
  • Drive execution of approved initiatives through to delivery, including day-to-day hands on execution.
  • Create post-delivery ongoing client integration life-cycle support framework for the business to maintain with appropriate IT support.

Process and control

  • Understand system design and how it is applied. Seek opportunities for others to best utilize the technology effectively, and implement and share best practices for client integration.
  • Continuously improve the efficiency, control, and client service impact of each process
  • Support compliance with local laws & regulations as well as alignment with appropriate market practices
  • Review, recommend, and implement agreed changes to business procedures in close coordination with the Quality Control function and our ISAE3402 standards.

People

  • Actively encourage a culture that supports employee development and retention, through personal development including coaching and training courses as appropriate, and celebrating successes

General

  • Reporting to the Manger of Operations Change Management and Client Integration
  • Become an internal expert on the Gen II core systems used in operations.
  • Support the roll out of client integration process’ within Gen II
  • Develop relationships with all operations and business teams, gaining deep understanding and knowledge of US process and systems.
  • Collaborate with the client to lead shared client integration initiatives.
  • Be directly hands on in user driven system testing, implementation, and configuration, supporting across all of Gen II Operations and support functions.
  • Act as coverage to support short term absence of the Manager for internal purposes and ensure continuity of client integration and status transparency, both internally and, where appropriate, with clients.
  • Drive operational execution within client integration day-to-day client services and other teams of approved initiatives through to delivery, including day-to-day hands on execution.
  • Continuously improve the efficiency, control, and client service impact of each process, reviewing, recommending, and implementing agreed changes to business procedures in close coordination with the Quality Control function and our ISAE3402 standards for client integration
  • Encourage a culture that embraces change and development, never accepting that the way we did it yesterday was the right way.

JOB REQUIREMENTS AND EDUCATION

  • Master’s in Accounting and Finance or similar qualification OR
  • 5 years + of relevant experience in fund administration / change management in Luxembourg, or equivalent background
  • Client onboarding experience is required
  • AML/KYC expertise required

SKILLS AND COMPETENCIES

  • Fluency in English required
  • Excellence in Microsoft Office suite and other general operations management software packages
  • Basic understanding of Luxembourg regulation, compliance, tax and financial engineering
  • Ability to quickly adapt to changes in process and procedures in a rapidly changing environment
  • Excellent verbal, written and interpersonal communication skills
  • Strong attention to detail and accuracy
  • Experience in driving change management
  • Superior problem solving, judgment and decision-making skills
  • Ability to think independently, prioritize, multi-task and meet deadlines
  • Ability to work in team and autonomously
  • Strong client management and organisational skills
  • Strong IT skills