TMF

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.

The Client Onboarding Specialist plays a key role in delivering a seamless onboarding experience for new clients, from initial engagement through to the launch of fund structures. This position requires strong organizational skills, attention to detail, and the ability to build and maintain professional relationships while ensuring compliance with regulatory requirements.

• Client Engagement & Relationship Management
  • Act as the primary point of contact for new clients during the onboarding process, providing guidance and support.
  • Maintain and develop client relationships from onboarding through fund launch, ensuring a professional, courteous, and prompt approach.
  • Attend potential client calls and assist in preparing presentations.

• Onboarding Coordination
  • Manage the client acceptance process, ensuring all documentation is complete and approved.
  • Collate client information and perform due diligence/KYC checks for compliance approval.
  • Maintain an onboarding tracker to monitor progress and deadlines.
  • Coordinate entity set-up tasks, liaising with third-party service providers and internal teams across fund services.
  • Facilitate due diligence requests and organize onsite visits for third parties.

• Operational & Administrative Support
  • Assist in preparing internal committee calls and presentations.
  • Open bank accounts for client entities.
  • Draft and review service agreements with clients, including negotiation of fund offering documentation.
  • Ensure all files and records are accurately maintained in accordance with internal policies.

• Internal Collaboration
  • Form collaborative relationships with internal teams to drive operational effectiveness and ensure client queries are resolved promptly.

• Degree in Financial Services, Law, or Accounting.
• 2–3 years of experience in a similar position, preferably in the fund industry or financial services.
• Strong relationship management skills with excellent written and verbal communication.
• Fluent in English (spoken and written); other languages are an advantage.
• Strong organizational, analytical, and prioritization skills.
• Proactive, positive, and results-driven approach.
• Flexible and dynamic, able to manage shifting priorities and challenges.
• Confident self-starter who values teamwork and collaboration.
• Ability to influence positively across departments and with leadership.

• Excellent working conditions: good work-life balance, salary indication above market level
• Learning opportunities: you will work with highly experienced colleagues who are ready to share their knowledge, and will receive the opportunity to work on diverse and complex client requests. You will also be able to apply for and be supported for training.
• Value-driven work environment: you can expect integrity and respect from all your colleagues and your leadership team.
• Teamwork: an environment where we learn from our mistakes and work together to improve our processes continuously. A no-blame culture where teamwork is important valued and lived daily.
• Ambition: we are a growing company in which we constantly look for the next opportunity and where all ideas are welcome.