Client Processing Associate

Posted 2 Days Ago
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Saint Julian's
In-Office
Entry level
Real Estate • Financial Services
The Global Leader in Residence and Citizenship Planning
The Role
The Client Processing Associate processes and validates client case files, ensuring accuracy and adherence to regulatory requirements while managing document handling and communication with clients.
Summary Generated by Built In

Joining Henley & Partners

As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.  
 

Why choose Henley & Partners? Here's what sets us apart:

  • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options
  • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients
  • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged
  • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge
  • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry
  • Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally
 

...but that's enough about us, let talk about you!  
The Client Processing Associate is responsible for processing and validating client case files in line with defined procedures and regulatory requirements, ensuring accuracy, completeness, and timely progression through established processing stages.

Responsibilities

  • Execute assigned case-processing tasks in accordance with approved procedures and control frameworks
  • Perform document intake, classification, and verification to ensure required information is correctly captured and recorded
  • Update case statuses and processing milestones accurately within internal systems
  • Issue structured requests for missing or clarifying information and track responses to closure
  • Monitor processing queues and flag priority or time-sensitive cases for attention
  • Record processing actions, decisions, and exceptions to maintain clear audit trails
  • Escalate deviations from standard processing requirements in line with established escalation paths
 

Qualifications

  • Bachelor’s degree or equivalent professional experience in business, administration, finance, or a related field
  • Experience in operational, processing, or administrative roles involving structured workflows and documentation handling
  • Familiarity with working in controlled or regulated environments where accuracy and procedural adherence are required
  • Demonstrated ability to follow defined processes, checklists, and instructions with consistency
  • Ability to manage routine, deadline-driven tasks across multiple cases or work queues
  • Comfortable using Microsoft Office applications and internal systems 
  • Ability to learn and apply procedural requirements and system workflows quickly
  • English proficiency is required 
  • High attention to detail with strong organizational and record-keeping skills
  • Ability to manage multiple cases while maintaining consistent quality and deadline 
 

Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.  
 

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The Company
HQ: Coral Gables, FL
417 Employees
Year Founded: 1997

What We Do

Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals and their advisors rely on our expertise and experience in this area. The firm’s highly qualified professionals work together as one team in over 70 offices worldwide.

The concept of residence and citizenship planning was created by Henley & Partners in the 1990s. As globalization has expanded, residence and citizenship have become topics of significant interest among the increasing number of internationally mobile entrepreneurs and investors whom we proudly serve every day.

Henley & Partners also runs the world’s leading government advisory practice for wealth migration, which has raised more than USD 15 billion in foreign direct investment. Trusted by governments, the firm has been involved in strategic consulting and in the design, set-up, and operation of the world’s most successful residence and citizenship programs.

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