Job title: Associate -UK Client Onboarding
Company: Vistra
Job description: Each one of us brings something different to Vistra, working as one team to deliver the right solution.That’s why our clients choose to work with us – the power of our combined skills makes us unstoppable.Vistra offers a unique platform for our clients and our people to seize the world of opportunities.At the heart of everything we do are our core values:Committing to clients, Working as ONE Vistra, Empowering people and Doing the Right thing.
Why Vistra
At Vistra, we believe our clients’ businesses and people can make a difference in the world. That’s why our work is focused on helping our clients act with confidence and speed to seize opportunity wherever it arises. As a global corporate service provider and fund administrator with more than 5,000 professionals in over 45 jurisdictions, we empower legal entities globally to work smarter, grow faster, act responsibly, protect capital and scale across borders – by doing what we do best: reducing risk and enhancing efficiency.
We support our clients over six sectors: Private Equity, Real Estate, Capital Markets, Corporate, Company Formation and Private Wealth and deliver value across three service lines:
- Governance, Risk and Compliance
- Advisory and Transaction Support
- Finance, Accounting and Administration
We grow when you grow, and we succeed when we work together across boundaries and borders, as one team. So, our promise to our clients is the same to you: working together, we will give you the confidence, the tools and the support to achieve your ambitions and leverage your unique skills – to seize your opportunity and help make a difference in the world.
You can also check out our and our to get a sense of Vistra’s culture and our values.
So, what do you think? If you are excited about working with us and think you can get the job done but not quite sure if you meet all the requirements 100%, we want to encourage you to give it a try OR have an informal chat with one of our Talent Acquisition representatives.
Our opportunity for you:
Vistra UK is currently recruiting for a Senior Associate – UK Client Onboarding. This is an exciting role within a core and growing department within Vistra that will include supporting a top tier global client mandate.
This position will play a key role in managing the Client Acceptance and Onboarding processes and ensuring a smooth and efficient client onboarding experience, being a primary point of contact and accountability.
The Seior Associate will support the Manager in being a part of the operational team to ensure successful onboarding and ongoing compliance whilst also supporting the incorporation of new entities in the clients’ growing portfolio across multiple jurisdictions.
Vistra is a fast paced, entrepreneurial business with ambitious growth plans for 2023 under the leadership of our new CEO Simon Webster.
Key Responsibilities
- To support the collation and ongoing maintenance of Client Due Diligence to ensure adherence to Vistra Group standards and appropriate legislation, in collaboration with Vistra’s Compliance team;
- Completion of appropriate local Client Acceptance forms / process, as appropriate;
- To liaise with and manage additional requests from various Vistra offices or local affiliate partners;
- To manage the incorporation and migration processes across the various global jurisdictions and ensure smooth transition of the client’s entities to Vistra’s service delivery teams;
- Where required, to support additional requests from clients including bank account openings;
- To ensure timely and accurate inputting of client entity data into appropriate Vistra systems;
- To prioritise daily workload to ensure client deadlines are met and flag any anticipated SLA issues in a timely manner to the Manager so that a resolution can be agreed;
- To play a key role in developing strong, enduring client relationships to ensure consistent net promotor scores and client satisfaction;
- To provide a key role in the maintenance and upkeep of internal records, to include supporting the Manager in delivery of progress reports and key statistics;
- To support the Manager as required in providing updates to key Vistra personnel, including the UK Vistra Business Committee, client Relationship Managers etc, as required;
- To support the wider Company Formations & UK Client Onboarding department as may be required.
Attributes/ Technical Skills
- Customer service oriented, with a passion for consistently exceeding client expectations;
- Good communicator, comfortable with interaction at all levels;
- Ability to identify and support the implementation of changes in processes to improve service delivery to the client;
- Able to manage own workload, work to tight deadlines and follow processes through to completion;
- Meticulous attention to detail;
- Integrity, honesty and confidentiality;
- Self-motivated with a methodical approach to work;
- High degree of personal flexibility to support the client and business unit;
- To live and breathe Vistra Values.
Relevant Experience
- Strong experience of working in a professional corporate services environment, operating in a customer services orientated role with strong relationships with external customers;
- Able to develop good working relationships with other business units and teams within a large organisation;
- Ability to communicate with professional clients in an appropriate manner;
- Excellent written and oral communication skills at all levels, including with international stakeholders;
- Knowledge/ experience of relevant regulatory requirements and standards.
Education/ Memberships
- Educated to degree level (Business, Law, Accounting, Finance, Economics or a related discipline);
- Experience of and/or qualifications in compliance an advantage.
Computer Skills
- Office 365
- Microsoft
- Word
- Excel
Join US!
Our promise to our clients is simple: we help them seize opportunity and make a difference in the world. It’s the same to you.
Make a difference – seize your world of opportunity with Vistra!
LET’S GROW TOGETHER.
Bring Your Whole Self to Work
We’re passionate about Diversity and Inclusion at Vistra.We believe that everyone is equal and unique, and by embracing diversity it makes us better company.This creates an environment where anyone, from any background, can do their best work; Vistra is for the ambitious, the entrepreneurial, the bold.
Location:
Bristol, ENG, GB, BS1 6FL
Department: Operations (B401010)
Expected salary:
Location: Bristol Area
Job date: Wed, 21 Jun 2023 23:40:13 GMT
Apply for the job now!