At WTW we are looking for a Client Onboarding Specialist to support the onboarding and ongoing servicing of institutional investor clients. In this role, you will coordinate project timelines, collaborate with internal teams and external stakeholders such as custodial banks and investment managers, and ensure the seamless implementation of client investment strategies. We’re seeking a detail-oriented, adaptable professional who thrives in a fast-paced, high-pressure environment and can manage multiple priorities while delivering accurate, high-quality work. The Role Successfully manage multiple activities in investment operations for a variety of clients. Respond to requests from internal or external clients for additional information as assigned Clearly and efficiently communicate with custodial banks, investment and fund managers, record-keepers and other external parties involved, as well as client servicing and operational teams, to ensure all activities are aligned Adhere to our Professional Excellence principles to ensure that work is completed accurately and to a high standard Demonstrate risk-management excellence and adhere to documented procedures Provide specialist advice to the various teams in the business Support the Operations (Onboarding, Trade Management, Middle Office, Investment Performance and Processing, and Third-Party Oversight) team, developing good working relationships and openly communicating on work matters.



Consistently interact with other team members and client teams to keep them informed on progress and ensure they also carry out any required actions Build strong relationships internally and collaborate effectively on cross-functional teams Other duties as assigned including project work that may include documenting processes, creating templates, or maintaining data. Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels Communicate issues to the team lead and client team in a timely manner with proactive follow-up as necessary Manage work according to deadlines The Requirements Advanced English proficiency (written and spoken). 3 years of experience in Client Onboarding , Client Implementation, Investment Operations, Asset Management Operations, Banking Operations, Custody Services, or related financial services environments. Proven experience managing end-to-end onboarding activities for institutional, corporate, or financial services clients. Experience coordinating with multiple stakeholders, including clients, custodial banks, investment managers, recordkeepers, legal teams, compliance teams, and operational teams. Experience supporting account opening, client setup, operational readiness, implementation, transition, or onboarding projects. Strong project coordination and organizational skills with the ability to manage multiple onboarding initiatives simultaneously. Strong attention to detail and ability to follow documented operational procedures. Advanced Microsoft Excel and Microsoft Office skills. Ability to communicate effectively with both internal and external stakeholders. Equal Opportunity Employer

📌 Investment Onboarding Analyst/Analista de Implementación (México)
🏢 WTW
📍 México