Key Accountabilities

• Host client scoping calls and manage proposals for a mixture of standard and complex jurisdictional portfolios.
• Conduct detailed fee analysis for new proposals, ensuring accurate pipeline management and system updates (e.g., Monday.com).
• Act as the main point of contact for an allocated client portfolio throughout the proposal and establishment phases.
• Lead the end-to-end onboarding of new clients, gathering documentation, liaising with LSPs, and ensuring all systems are set up timely.
• Manage Work-In-Progress (WIP) and billing control for assigned clients, understanding client contracts and scope.
• Pull WIP exports from NAV to set up billing workbooks and assist with billing reporting and reconciliations.
• Prepare and submit annual compliance timetables to the Manager for review.
• Review LSP Letters of Engagement (LOEs) for accuracy, fees, and terms, and analyse fees to maximise [Employer hidden — sign up to reveal] margin.
• Conduct proactive quarterly care calls with key LSPs, including minute-taking and follow-up on issue resolution.
• Assist with the review of LSP due diligence documentation for onboarding new service providers.
• Assist with the preparation and execution of Master Service Agreements (MSA) with new service providers and Global Framework Agreements (GFA) with clients.
• Arrange updates of MSA’s and GFA’s with LSPs and clients as required by the business.
• Leverage [Employer hidden — sign up to reveal]’s software platform to monitor all ongoing filings, ensuring timely completion ahead of statutory deadlines.
• Manage ad-hoc changes for clients during the setup phase, suggesting potential solutions and escalating larger issues.
• Approve LSP invoices for assigned clients, querying discrepancies as needed.
• Gather information for [Employer hidden — sign up to reveal] AML reviews and identify opportunities to improve internal processes/operations.
• Document step-by-step guides for in-country setup procedures.
• Assist with ongoing development of software to be utilised for secure document exchange between LSPs and clients and ongoing task tracking.

Knowledge & Experience

• 3–5 years of relevant experience in client onboarding, compliance coordination or financial management.
• Proven ability to independently manage projects, timelines and multiple stakeholders.
• Background in billing, WIP management and financial analysis.
• Strong relationship‑building skills with clients, colleagues and Service Providers.
• Fluent in English. Additional languages desirable.
• Degree in finance, business administration, accounting or a related field.
• Proficiency in financial software (e.g., NAV).
• Experience with project management tools (e.g., Monday.com, FLOW).
• Strong MS Office skills (Excel, Word, PowerPoint).
• Excellent verbal and written communication skills.
• Strong analytical and problem‑solving abilities.
• Ability to work collaboratively and support junior team members.

Contact & Application

For more information or to request a copy of the full job description, please email [contact hidden]

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