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Client Onboarding Specialist

Advantage xPO Newark, NJ

  • Employment Type Temporary

Location: Newark, NJ
Entry-level role

Funds Team Onboarding Specialist

Job Purpose:

  • Client onboarding and maintenance relating specifically to Investment Manager Funds segments
  • Financial Market Regulatory Due Diligence on-boarding for all client segments


  • Receive and co-ordinate FM account opening and maintenance requests specifically focusing on Investment manager sub-funds
  • Determine and instruct which systems will be required, along with hierarchy requirements.
  • Record and document information appropriately and accurately.
  • Follow processes by which the Client's regulatory requirements can be met in the most efficient and client friendly manner while retaining highly organized supporting documentation.
  • Generating Financial Market Regulatory Due Diligence Letters for all client segments
  • Work closely with Financial Markets Compliance to maintain a complete understanding of the current regulations along with any changes or additions as they come along.
  • Work with various other internal stakeholders as required, to ensure a seamless process for clients and their transactions.
  • Constantly strive to improve the current onboarding and regulatory process.

Preferred Requirements:

  • Very high level of attention to detail
  • Ability to think analytically and apply knowledge & requirements to various situations
  • Strong excel knowledge (including ability to undertake ‘v-lookups’)
  • Team player, but able to work independently
  • Strong written & verbal communication skills
  • Confidence to interact with external clients & other internal stakeholders
  • University degree (preferably in a Finance related field)

Advantage xPO

Advantage xPO is the workforce solutions division of Advantage Resourcing, one of the largest staffing firms in the world, employing more than 150,000 contract professionals for more than 4,600 clients worldwide. Delivering customized, strategic staffing solutions to global clients across a variety of industries, Advantage xPO is recognized as a leading player within the Recruitment Process Outsourcing (RPO) and Managed Services Provider (MSP) markets, where we have built a solid reputation for pioneering leading-edge approaches to complex staffing initiatives that drive results. Advantage xPO provides integrated talent and workforce management services that allow companies to transform its business performance. A trusted partner to leading organizations, Advantage xPO has been recognized multiple times in both the MSP and RPO categories of HRO Today’s annual Baker’s Dozen list of leading RPO & MSP providers.
Posted: 22 days ago