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WTW Client Onboarding Associate in Reigate, United Kingdom

The Onboarding Team is part of WTW Global Investment Operations and is responsible for three types of onboarding work streams: Client Onboarding (COB), Manager Onboarding (MOB) and Funds Onboarding (FOB).

COB deals with coordinating and project managing the onboarding of prospective clients to receive WTW fiduciary management services. The main stages of the onboarding include: Contracting – co-ordinating the terms and signing the Fiduciary Management Agreement (FMA) and Power of Attorney (POA); Operational Readiness - obtaining and preparing Anti Money Laundering (AML) and Know Your Client (KYC) documentation to allow client investment with asset managers; Custody account set -up.

MOB deals with coordinating legal and tax reviews of asset manager fund documentation including: instructing and liaising with external legal counsel, managing and completing proxy voting matters and assisting internal stakeholders with ad hoc legal or tax queries, using the advice of internal legal counsel where required.

Funds Onboarding Funds Onboarding is a work-stream responsible for supporting clients, both new and existing, investing into the Towers Watson Investment Management (“TWIM”) Funds. The TWIM Funds being a suite of Funds, managed in-house, available to internal and external professional investors.

The Role

  • Opportunity to learn about all aspects of onboarding and experience working across the different workstreams, focusing on areas mentioned in the role summary above.

  • Maintain and build relationships with internal and external stakeholders across different professions within the industry.

  • Learn about the various asset classes, funds, and the underlying structure of our clients’ investments.

  • Support the onboarding specialists with their day-to-day activities to become a well-rounded and experienced Onboarding Associate.

  • Follow procedures to ensure all TWIM transactions (subscriptions, redemptions, switches, transfers, drawdowns, late settlements) are carried out correctly and efficiently.

  • Manage end-to-end static data updates for TWIM clients, such as bank details changes, registered address changes, Trustee changes and Authorised Signatory List (“ASL”) renewals. Maintaining delegated clients post investment AML/KYC requirements for third party asset managers/administrators.

  • Learn about the various TWIM Fund strategies and the underlying structure of our clients’ TWIM accounts.

  • Handle review coordination post investment tasks including (but not limited) to completing proxy voting and investor consent forms and providing responses to asset managers/fund counsel.

  • Liaise with investment managers to ensure the internal and external teams have the latest fund documentation to complete reviews and implement investments on behalf of our clients.

The Requirements

  • Good communicator, pro-active, self-starter with a keen eye for detail and ability to multi-task.

  • Team player with enthusiasm to challenge processes and work with the team to effect change.

  • Enthusiasm to learn all aspects of Onboarding.

  • Knowledge of institutional investors is desirable but not essential.

Equal Opportunity Employer