Client Onboarding Specialist– Investment Operations#

WTW · Ciudad de México, Distrito Federal, Mexico

Location

Ciudad de México

Job Type

Full time

Posted

July 05, 2026

Job Description

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 ot...
        

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