Senior Analyst - Client Onboarding

Experience Level: Senior Level | Posted Date: 15/04/2025

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Description

About the role

We have an opportunity for a Senior Analyst, Client Onboarding to join QIC’s dynamic and collaborative team. In this role, you will deliver a range of governance and operational services relating to the setup and management of QIC clients. You’ll play a key part in onboarding, offboarding, client transitions, and implementing ongoing operational changes, while ensuring strong governance and timely execution.

Key responsibilities:

The Senior Analyst, Client Onboarding role requires close engagement with both internal and external stakeholders, a keen eye for detail, and a proactive approach to ensure excellence in compliance, documentation, and client service. In this role, you will:

• Manage client onboarding, offboarding, and transitions such as superannuation fund mergers and custodian changes
• Conduct comprehensive KYC reviews and risk assessments, ensuring accuracy and completeness of documentation
• Maintain and update key client data including banking details, authorised signatories, invoicing methods, and distribution preferences
• Accurately store and manage governance and control documentation in line with audit and compliance requirements
• Collaborate with teams across QIC, including international teams, to deliver seamless onboarding processes and client updates
• Respond to client queries with professionalism, accuracy, and timeliness
• Facilitate inbound KYC requests for QIC, ensuring appropriate handling of sensitive information
• Work closely with Compliance, Tax, Legal, and Investment teams to source and validate client and corporate documentation
• Analyse KYC trends and support the continuous improvement of onboarding processes, systems, and reporting.

About you

You’re a detail-oriented professional with a strong background in client onboarding and KYC within funds management. With a collaborative mindset and a focus on quality, you thrive in fast-paced environments and bring a proactive approach to stakeholder engagement and process improvement. To succeed in this role, you will bring:

• A relevant undergraduate degree, ideally in business or finance
• At least 5 years of experience in a funds management environment with a focus on client onboarding and KYC
• Proven ability to build relationships and work effectively across stakeholders to resolve issues
• Strong written and verbal communication skills
• Exceptional attention to detail with a commitment to data accuracy and governance
• Demonstrated ability to manage multiple priorities and deliver under pressure
• Confidence using Microsoft Office tools and leveraging technology to drive efficiencies
• High levels of initiative, curiosity, and critical thinking
• A client-first mindset and proactive approach to service delivery

About QIC:

As one of Australia’s leading institutional investment managers with more than A$100billion in assets under management, we have a presence across four continents, seven offices and assets across global markets.   

At QIC, we believe in shared value — where delivering strong investment returns can go hand in hand with doing good for our clients, people and communities. If we invest well, we will all do better together. 

Life at QIC:

We know that our people perform at their best when they feel a sense of belonging and are encouraged to bring their authentic selves to work every day.  We provide a supportive work environment where everyone can thrive and feel valued for their meaningful contribution in delivering for the prosperity of our clients, people and communities.

Joining QIC, you can contribute to our employee led networks that champion our diversity, equity and inclusion strategy, which consists of five key pillars: Gender Equality, LGBTQ+, Accessibility, Cultural & Linguistic Diversity, and First Nations People.

Other reasons to join us:

• Flexibility and hybrid options encouraged – certified Family Inclusive Workplace
• Recharge leave – additional 3 days leave per year
• Annual fitness/home office reimbursement
• Ability to swap public holidays for those of personal, cultural or religious significance
• 26 weeks gender-neutral paid parental leave
• Financial study assistance and study leave
• Community leave for supporting the causes you love
• Development opportunities to extend, expand and enhance your growth

At QIC, we welcome and encourage applications from Aboriginal and Torres Strait Islander people, the LGBTQI+ community, people with disabilities and people from all cultural backgrounds. We have an equitable, barrier-free application process so please inform us of your accessibility requirements in your application or you can reach out to our Talent Team on 07 3360 3800