CrawlJobs Logo

Associate Director – Client Onboarding

waystone.com Logo

Waystone Governance Ltd.

Location Icon

Location:
Ireland , Dublin

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

The Associate Director – Client Onboarding will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting our clients and funds from a commercial and governance perspective as well as representing Waystone at external events. This role is crucial in managing a Client Onboarding team, who are responsible for ensuring that new clients are integrated smoothly and efficiently, thereby supporting the company’s growth plans and maintaining the highest standards of client satisfaction.

Job Responsibility:

  • Managing and delivery of all Onboarding / Launch projects for clients, generally to be comprised of more complex launches and/or large strategic client relationships and/or ETF relationships
  • Act as lead contact person with Fund Boards, Investment Managers, and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors in the launch phase of new funds
  • Act as an escalation point for team members and assist them in addressing and resolving any issues on fund launches and acting as an interface to senior management of Client Onboarding function
  • Oversight of the projects to ensure they remain operationally efficient and financially profitable as well as managing planning for future expected launches and resource allocation across domiciles
  • Ensure knowledge is current and updated as and when they are circulated by reading and implementing processes to ensure adherence to any relevant changing regulation
  • Identify procedures that need to be implemented or changed, lead the charge to ensure changes are made, take responsibility for training, and ensure that procedures are adhered to on an ongoing basis
  • Keeping Salesforce, Compass and all relevant MI up to date with all relevant services in relation to onboarding activity and ensure MI reporting is maintained and distributed accurately and on time
  • Attending, when available, training sessions on relevant topics and ensuring all teams are onboard with the changing operating and regulatory environment

Requirements:

  • Minimum 6 years’ experience in an investment funds environment
  • Knowledge of AIFMD, UCITS and MiFID
  • Client facing background with presentation and project management skills
  • Motivated individual with enhanced interpersonal skills and adept at building relationships
  • Strong interpersonal and communication skills (both written & verbal)
  • Strong attention to detail and keen on delivering quality work
  • A team player, enthusiastic, and self-motivated
  • Commercial awareness and understanding of business environments

Additional Information:

Job Posted:
May 15, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Associate Director – Client Onboarding

Sanctions Director - Head of Banking Client Risk Management & Advisory

The Head of Client Risk Management & Advisory in Banking Sanctions is a senior I...
Location
Location
United States , Washington, DC
Salary
Salary:
170000.00 - 300000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10 years+ experience in the Financial Services Industry and/or government
  • Graduate degree, BS or concentration in Business Administration, Legal and/or Finance
  • Sanctions SME with proven track record in managing sanctions programs in complex organizations
  • Leadership skills including ability to work effectively and drive results with a virtual global team
  • Experience managing diverse teams, and comfort navigating complex, matrixed organizations
  • Knowledge of the U.S. and/or European Union/UK regulatory environment
  • Highly motivated, strong attention to detail, team oriented, organized
  • Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
  • Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques, structure potential solutions, and drive to resolution with senior stakeholders
  • Ability to influence and lead people across cultures at a senior level using sound judgment and successful execution, understanding how to operate effectively across diverse businesses
Job Responsibility
Job Responsibility
  • Building awareness of client sanctions risks through a strong working relationship with key regional and global stakeholders, including management of multiple Line of Business, Functions, and Internal Audit
  • Interacting effectively with regulators, in coordinating with the Citi’s regulatory team
  • Understanding industry trends, emerging issues, and regulatory expectations, developing practical solutions to complex problems
  • Providing monitoring and oversight of Banking controls and execution around clients, ensuring identification, escalation, and remediation of control gaps in a timely way
  • Monitoring Banking’s compliance with requirements set forth by the US Department of the Treasury's Office of Foreign Assets Control (OFAC) and United Kingdom’s Office of Financial Sanctions Implementation (OFSI) or other EU country equivalents, issuing Monitoring Reports where appropriate
  • Monitoring ICRM Banking Sanctions adherence to relevant policies and procedures related to execution of processes designed to implement the global sanctions program
  • Partnering with stakeholders in implementing Sanctions-related regulatory change
  • Managing a dedicated team for the sanctions’ compliance review of clients and client activity as well as escalations of risks identified in KYC onboarding and renewal questionnaires
  • Managing the monitoring and specialized review of sanctions risks associated with specific clients, sectors, or geographies to advise the business on appropriate sanctions risk management measures
  • Managing a process for the review of sanctions-related enhanced due diligence as part of client onboarding, renewal, or episodic reviews
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Fulltime
Read More
Arrow Right

Associate Director, Client Tax Support

This is a foundational role and the first dedicated hire focused on client tax s...
Location
Location
United States , New York
Salary
Salary:
130000.00 - 170000.00 USD / Year
clearstreet.io Logo
Clear Street
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Exceptional client service instincts
  • Experience supporting retail clients within a broader broker-dealer environment
  • Deep understanding of how clients engage with tax concepts, documentation, and reporting
  • Ability to design clear, intuitive, and scalable support approaches
  • Tax technical knowledge
  • Experience in client-facing tax support operations
  • Experience with tax form review and documentation support
  • Experience with tax reporting and withholding client inquiries
Job Responsibility
Job Responsibility
  • Define and deliver a best-in-class, client-centric tax support experience
  • Lead day-to-day tax support activities
  • Serve as a key player in defining the long-term vision for client tax support delivery
  • Own day-to-day client tax support operations for institutional and retail client populations
  • Provide timely and accurate responses to client tax questions
  • Act as escalation point for complex tax form review and tax documentation questions
  • Drive continuous improvement in client satisfaction, response quality, and turnaround times
  • Define and help execute the vision for a modern, digital-first client tax support experience
  • Support the development of scalable client-facing tax support solutions
  • Identify opportunities to standardize, automate, and simplify tax support processes
What we offer
What we offer
  • Competitive compensation packages
  • Company equity
  • 401k matching
  • Gender neutral parental leave
  • Full medical, dental and vision insurance
  • Lunch stipends
  • Fully stocked kitchens
  • Happy hours
  • Fulltime
Read More
Arrow Right

Associate Director, Client Partnership

We expect Associate Director, Client Partners to be experts in client communicat...
Location
Location
United States
Salary
Salary:
95000.00 - 105000.00 USD / Year
basicagency.com Logo
BASIC/DEPT®
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of experience in client-facing roles with cross-channel, digital media planning and activation contexts
  • Minimum 3 years of experience directly leading client relationships and managing accounts at an agency
  • or equivalent experience on client side
  • Natural, proven leadership instincts
  • Able to understand clients' visible and invisible needs
  • Able to clearly and concisely articulate a persuasive point of view, both written and verbal
  • The ability to provide feedback and strategic guidance to all paid media channels (search, social, shopping, display, mobile, native and video)
  • Preferably hands-on experience with, if not deep understanding of, Google Search, Bing Search, Meta Ads, YouTube, Google Display Network, TikTok, Snapchat, Pinterest, LinkedIn, and major DSPs
Job Responsibility
Job Responsibility
  • Develop and maintain a strong rapport with client - being the trusted advisor
  • Maintain a strong understanding of the holistic business for each client
  • Orchestrate multi-discipline collaboration of activation, data, planning and tech teams for flawless execution
  • Define channel mix and budget allocations by channel
  • Hold recurring check-ins with client senior points of contact
  • Responsible for all major deliverables and presentations for their client portfolio
  • Always looks '10 steps ahead' when it comes to flagging risk, opportunity, and future needs
  • Ensure successful onboarding of all new clients within their portfolio
  • Ensure new team members are properly onboarded to each account
  • Remain familiar with client SOWs and ensure clients are billed correctly each month
What we offer
What we offer
  • Healthcare, Dental, and Vision coverage
  • 401K plan, plus matching
  • PTO
  • Paid Company Holidays
  • Parental Leave
  • Fulltime
Read More
Arrow Right

Event Operations Manager

Responsible for all operational requirements of the Event Operations department,...
Location
Location
Australia , Gold Coast
Salary
Salary:
Not provided
https://www.marriott.com Logo
Marriott Bonvoy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant experience in the same or similar role, ideally within a 5 star hotel and or restaurant environment
  • Relevant qualification in Hospitality is beneficial
  • Available to work a variety of shifts including weekends, evenings and public holidays
Job Responsibility
Job Responsibility
  • Oversee the management and leadership of the Event Operations Department on a day to day basis to achieve high levels of guest and associate satisfaction, whilst driving commercial outcomes in line with key performance indicators and ensuring quality including compliance and safety is maximized
  • Ensure associate engagement plan is in place and is actioned
  • Lead all Event Operations associates to achieve maximum productivity and client satisfaction
  • To co-ordinate effective associate briefings to ensure correct information is being passed to associates and to set standards are maintained
  • Ensure all associates consistently meet the standards relative to grooming and appearance
  • Work with Culinary leaders to establish effective relationship between front and back of house teams
  • Liaise with other department heads regarding general operations, associate engagement, client relations, promotions and special requirements
  • Develop department training manuals including onboarding, skills and knowledge training and other, to develop associates for competence and continual improvement in role
  • Maintain system of regular associate training
  • Ensure new and existing staff are trained to the desired skill levels for their positions
What we offer
What we offer
  • Unlimited strategic development and career opportunities
  • Generous accommodation and food and beverage discounts including all properties within the Marriott International group
  • Recognition programs to keep you motivated
  • The best hotel training opportunities provided
  • Wellbeing and mindfulness programs to ensure you stay healthy
  • Fulltime
Read More
Arrow Right
New

Company Secretarial Advisor

We are looking to recruit a Company Secretarial Advisor / Senior – (Paralegal) t...
Location
Location
United Kingdom , Aberdeen
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in a company secretarial role is essential, preferably in a legal/professional services environment
  • Ability to manage your own workloads and professional learning
  • Confident communication skills with the ability to positively impact and influence others
  • Excellent attention to detail
  • Demonstrates a flexible and adaptable approach to meeting changing needs and priorities
Job Responsibility
Job Responsibility
  • Ensure all statutory deadlines are met for our company secretarial clients
  • Building and maintaining client relationships
  • Onboard new clients to our systems and do a full health check to ensure no discrepancies, resolving with client relationship managers or directly with clients
  • Coordinate statutory and regulatory filings including any associated minutes for example director appointments, share transfers, confirmation statements and PSC registers
  • Together with the existing management coaching, support and review of work prepared by more junior members of the team
  • Provide company formation services
  • Provide support for more ad hoc complex corporate services such as share capital restructures, outsourcing where necessary
  • Ensure statutory registers are kept up-to-date
  • Monitor Companies House daily (through alerts) to ensure nothing is filed without our knowledge, highlighting to client relationship managers where so and resolving
  • Monitor use of our registered office addresses
What we offer
What we offer
  • Hybrid and flexible working
Read More
Arrow Right
New

Company Secretarial Advisor

We are looking to recruit a Company Secretarial Advisor / Senior – (Paralegal) t...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in a company secretarial role is essential, preferably in a legal/professional services environment
  • Ability to manage your own workloads and professional learning
  • Confident communication skills with the ability to positively impact and influence others
  • Excellent attention to detail
  • Demonstrates a flexible and adaptable approach to meeting changing needs and priorities
Job Responsibility
Job Responsibility
  • Ensure all statutory deadlines are met for our company secretarial clients
  • Building and maintaining client relationships
  • Onboard new clients to our systems and do a full health check to ensure no discrepancies, resolving with client relationship managers or directly with clients
  • Coordinate statutory and regulatory filings including any associated minutes for example director appointments, share transfers, confirmation statements and PSC registers
  • Together with the existing management coaching, support and review of work prepared by more junior members of the team
  • Provide company formation services
  • Provide support for more ad hoc complex corporate services such as share capital restructures, outsourcing where necessary
  • Ensure statutory registers are kept up-to-date
  • Monitor Companies House daily (through alerts) to ensure nothing is filed without our knowledge, highlighting to client relationship managers where so and resolving
  • Monitor use of our registered office addresses
What we offer
What we offer
  • Hybrid and flexible working
  • JC Aspire learning programme
  • Leadership Development Programme accredited by the University of Strathclyde Business School at Masters degree level
  • Various benefits (see link in text)
  • Fulltime
Read More
Arrow Right
New

Company Secretarial Advisor

We are looking to recruit a Company Secretarial Advisor / Senior – (Paralegal) t...
Location
Location
United Kingdom , Glasgow
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in a company secretarial role is essential, preferably in a legal/professional services environment
  • Ability to manage your own workloads and professional learning
  • Confident communication skills with the ability to positively impact and influence others
  • Excellent attention to detail
  • Demonstrates a flexible and adaptable approach to meeting changing needs and priorities
Job Responsibility
Job Responsibility
  • Ensure all statutory deadlines are met for our company secretarial clients
  • Building and maintaining client relationships
  • Onboard new clients to our systems and do a full health check to ensure no discrepancies, resolving with client relationship managers or directly with clients
  • Coordinate statutory and regulatory filings including any associated minutes for example director appointments, share transfers, confirmation statements and PSC registers
  • Together with the existing management coaching, support and review of work prepared by more junior members of the team
  • Provide company formation services
  • Provide support for more ad hoc complex corporate services such as share capital restructures, outsourcing where necessary
  • Ensure statutory registers are kept up-to-date
  • Monitor Companies House daily (through alerts) to ensure nothing is filed without our knowledge, highlighting to client relationship managers where so and resolving
  • Monitor use of our registered office addresses
What we offer
What we offer
  • hybrid and flexible working
  • Fulltime
Read More
Arrow Right
New

Company Secretarial Advisor

We are looking to recruit a Company Secretarial Advisor / Senior – (Paralegal) t...
Location
Location
United Kingdom , Newcastle upon Tyne
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in a company secretarial role is essential, preferably in a legal/professional services environment
  • Ability to manage your own workloads and professional learning
  • Confident communication skills with the ability to positively impact and influence others
  • Excellent attention to detail
  • Demonstrates a flexible and adaptable approach to meeting changing needs and priorities
Job Responsibility
Job Responsibility
  • Ensure all statutory deadlines are met for our company secretarial clients
  • Building and maintaining client relationships
  • Onboard new clients to our systems and do a full health check to ensure no discrepancies, resolving with client relationship managers or directly with clients
  • Coordinate statutory and regulatory filings including any associated minutes for example director appointments, share transfers, confirmation statements and PSC registers
  • Together with the existing management coaching, support and review of work prepared by more junior members of the team
  • Provide company formation services
  • Provide support for more ad hoc complex corporate services such as share capital restructures, outsourcing where necessary
  • Ensure statutory registers are kept up-to-date
  • Monitor Companies House daily (through alerts) to ensure nothing is filed without our knowledge, highlighting to client relationship managers where so and resolving
  • Monitor use of our registered office addresses
What we offer
What we offer
  • Hybrid and flexible working
  • Fulltime
Read More
Arrow Right