Capital Markets Operations Specialist

Skill required: Shared Services - Client Onboarding Solutions

Designation: Capital Markets Operations Specialist

Qualifications:Any Graduation

Years of Experience:7 to 11 years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song- all powered by the world-s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com

What would you do?

Previous experience in a client service role, with the ability to anticipate and

proactively address client servicing needs.

A proven track record to handle multiple, often challenging priorities; adapt

quickly as circumstances change; drive timely decisions; and consistently deliver

high-quality results.

A proven work ethic and genuine commitment to excellence, intellectual

A single, end-to-end platform or suite of solutions to manage clients from initial onboarding to compliance, and to client data management, allowing to capture client information and increase retention.

What are we looking for?

Primary skill - Client Onboarding Solutions - P4

Bachelor of Arts (B.A) degree or comparable experience

Bachelor of Science (B.S) credential or equivalent professional experience

7+ experience in financial services preferably in private equity and in the

wealth segment


Roles and Responsibilities:

Serve as a primary point of contact for investors throughout the onboarding

lifecycle, providing clear communication and a positive client experience.

Review subscription documents and related legal, tax, AML

KYC, and operational

documentation for completeness, accuracy, and applicable requirements.

Identify documentation gaps, coordinate remediation, and translate internal

feedback into clear, client-friendly requests.

Coordinate onboarding activities and approvals across Investor Relations,

Investments, Legal, Compliance, Tax, Treasury, Accounting, Custom Solutions,

and other partners.

Lead multiple onboarding workstreams, timelines, dependencies, and

contending priorities through closing or trade date.

Create and distribute timely status updates outlining progress, outstanding

items, risks, ownership, and next steps.

Maintain accurate onboarding records in relevant systems and trackers to

support closing, reporting, auditability, and ongoing servicing.

Oversee third-party administrators and vendors, supervising service levels,

outstanding items, controls, timelines, and the overall client experience.

Support ongoing projects, process improvements, audit reviews, ad hoc

requests, and other initiatives related to client onboarding.

Find opportunities to strengthen controls, improve efficiency and consistency,

and enhance the overall client experience.

Qualification
Any Graduation