Associate, Client Onboarding (12 months)

About Us

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. 

Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years.

With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.

The Opportunity

At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.

Business Overview

Our Operations, Data & Technology team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including:

• Transaction Management & Support
• Investment Operations & Client Service
• Investment Risk & Execution Oversight
• Business Transformation
• Investment Accounting & Tax Services
• Implementation
• Information Technology

The Role

The Associate, Client Onboarding sits within IFM’s Client Service team and is at the forefront

of the operational client experience at IFM, responsible for managing the end-to-end operational

client onboarding process and related reporting. 

Key responsibilities of the role will include: 

• Manage the end-to-end onboarding of new investors and clients, ensuring a smooth and efficient experience. 

• Act as a key point of contact for clients, providing updates and responding to onboarding queries. 

• Coordinate and oversee client restructures, account changes, and other significant lifecycle events. 

• Review and validate investor documentation, including FATCA and CRS requirements. 

• Conduct AML/KYC reviews and risk assessments to support regulatory compliance requirements.

• Assist with regulatory and compliance reporting obligations.

• Review team deliverables to ensure a high standard of quality, accuracy, and timeliness. 

• Provide guidance and support to team members, helping to maintain strong client service and technical standards.

• Partner with teams across the business to deliver a high standard of client service and operational support.
   

Your Background and Experience

• 5+ years’ experience in client onboarding, tax services or AML/KYC compliance roles within fund managers, fund administrators or custodians that deal with institutional clients. 
• Tertiary qualification in business, management, financial services or a related field. 
• Previous institutional FATCA and CRS validation experience, as well as having dealt with AML/KYC processes essential.
• Broad understanding of the financial services industry, operation of superannuation/pension funds, in particular client service and tax service functions 
• Strong working knowledge of MS suite including excel, powerpoint, outlook, lists, planner, project and Salesforce/CRM databases. 

Ready to invest in what matters?
With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at [email protected]