What’s the role?
This is an exciting opportunity to be involved and become a key member of our team further developing the business.
The role sits within the Client onboarding Department and as Administrator/Project Coordinator, you will be assisting the team with client onboarding matters to support our multi-Jurisdictional business. You will be mainly focused on the client onboarding project tracking, monitoring and documentation.
This role will be a project co-ordinator role which will assist the growth of client onboarding service globally. There will be a focus on European Client Onboarding, the successful candidate will be responsible for managing multiple projects all of which are centered around building the best in class client onboarding service for internal and external stakeholders. This role is not limited to project management, elements of business analysis, documentation support will be required.
What you’ll be doing
- Assist and supporting multiple initiatives within the team including leading multiple U.S and European Client Onboarding projects to a successful conclusion.
- Project artifact data maintenance
- Responsible for working with stakeholders, business users and technical teams to deliver on project objectives
The ideal background for this role:
- University degree or any previous relevant experience including project management, client onboarding role, financial services
- Strong attention to detail and accuracy
- Ability to learn on-the-job quickly, apply learning to recommend solutions to issues
- Ability to quickly adapt to changes in prioritization, processes and procedures
- Superior problem solving, judgement and decision-making skills
- Ability to own initiatives and work in a matrix-based organization
- Excellent interpersonal and communication skills, including contributing to a positive and friendly environment and strong team spirit as part of a distributed operating model.
- Client orientated with ability to build strong relationships with internal and external stakeholders
- Ability to work autonomously, taking full ownership of assigned responsibilities with a commitment to delivering quality work in a timely manner
- Excellent organizational skills complemented by a “can do” and positive attitude
- Microsoft applications proficient. Strong EXCEL skills (formulas, pivot tables, VLOOKUPs), Word, Visio, Powerpoint
Unique role requirements
- The candidate must be open and available to travel
- Languages full proficient fluency in English and other languages French, German a plus.
Role Location/Hybrid Schedule
This role can be based in our Southampton office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances.
Skills Required
- University degree or relevant prior experience (project management, client onboarding, financial services)
- Strong attention to detail and accuracy
- Ability to learn quickly and recommend solutions
- Ability to adapt to changing priorities, processes and procedures
- Superior problem solving, judgement and decision-making skills
- Ability to own initiatives and work in a matrix organisation
- Excellent interpersonal and communication skills
- Client orientation and ability to build relationships with internal and external stakeholders
- Ability to work autonomously and deliver quality work on time
- Excellent organisational skills and positive attitude
- Proficiency with Microsoft applications; strong Excel skills (formulas, pivot tables, VLOOKUP), Word, Visio, PowerPoint
- Willingness and availability to travel
- Fluent English required; French or German a plus
Gen II Fund Services Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Gen II Fund Services and has not been reviewed or approved by Gen II Fund Services.
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Retirement Support — A 401(k) with a company match is available in the U.S., with vesting commonly mentioned around three years and the plan described as doing very well. These features position retirement savings as a strong element of the package.
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Flexible Benefits — A formal 3/2/1 hybrid model (three days WFH, two in office, and up to one month remote annually) is prominently offered. This flexibility is highlighted as a valuable benefit.
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Parental & Family Support — Parental leave was recently added or expanded, indicating momentum in family-support policies. This signals attention to life-stage needs alongside core coverage.
Gen II Fund Services Insights
What We Do
Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors. Since its inception in 2009, the company has become one of the largest independent private capital fund administrators, with more than $1 trillion of private fund capital under administration. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling GPs to manage their operational infrastructure, financial reporting, and investor communications most effectively. For more information, please visit gen2fund.com. Privacy Policy: www.gen2fund.com/privacy-policy
