Institutional Investors Onboarding Officer, Kartesia

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Solliciteren

Plaats

Bruxelles
1000
Brussel
België

Contract

Vooltijds, Onbepaalde duur

Datum gepubliceerd

2026-02-20

Online to:

2026-04-21
EUR 20.00 HOUR

Institutional Investors Onboarding Officer

Kartesia
Brussel
Andere
5 uren geleden

Kartesia is an independent and privately-owned European specialist financing small and middle-market companies. We are seeking a motivated and detail-oriented Institutional Investors Onboarding Officer to join our Client &Product Solutions Team ( CPS) . This role is crucial in ensuring the smooth onboarding of our clients, managing Know Your Customer (KYC) processes, providing exceptional client service, and handling regular reporting requests. We look for someone with previous experience in managing client (Limited Partners) onboarding processes and conducting KYC checks. Experience in the investment management or private equity sector. Familiarity with CRM systems and client onboarding platforms. Client Onboarding & KYC: Conduct thorough KYC and due diligence checks in compliance with regulatory requirements and in collaboration with a third-party administrator. Guide new investors through the onboarding process, ensuring a smooth and efficient experience. Maintain accurate and up-to-date records of client information in the relevant client management system (Domos, CRM, Central Admin). Further develop the onboarding module of our investor platform in link with new Funds launch. Client Service: Provide ongoing support to investors and serve as the primary point of contact for regular client reporting requests, addressing inquiries and providing timely and accurate information (cash flow projections, contact update information, facilitate access to capital account statements, capital call & notice distributions, LP reports, data maintenance etc.). Coordinate with internal teams to ensure client requests are met effectively and efficiently to enhance the overall client experience. Supporting the wider team running core due diligence requests. Assist in the preparation and distribution of investor communications. Identify opportunities to streamline and enhance onboarding, KYC, and client service processes. Conduct regular reviews of existing processes, seeking feedback from other teams to identify areas for enhancement. Bachelor’s degree in Finance, Business, or a related field. Proven ability to work with client-facing teams and directly with investors. Strong understanding of KYC requirements and regulatory compliance. flawless written and verbal English language skills. Native English speaker or bilingual, and fluent in one other foreign language. Proactive, motivated self-starter, results-oriented; creative approach to problem-solving. Strong team orientation. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and client management systems.

Solliciteren

Institutional Investors Onboarding Officer

Plaats

Contract

Datum gepubliceerd

Online to:

Institutional Investors Onboarding Officer

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