Client Onboarding Specialist

• Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;

• Act as a first point of contact for UK and US clients relating to onboarding matters.

• Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.

• Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, Fund Integration and Technology teams.

• As part of the onboarding process, the candidate will be expected to provide regular/weekly status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track the progress.

• Assist in the initial drafting and review of client master/service agreements.

• Interacting with the Legal Department on template management and control.

• Managing the internal review process across different product and service lines within the fund administration, depository and other product lines.

• Provide day-to-day client onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships through active communication, facilitation and teamwork.

• Develop processes, procedures, and checklists for the wider team, ensure that there is a good governance model in place across the team.

• Continuing to evolve the process, look for efficiencies and expand the remit of the team

• Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines.

• Support the wider onboarding team and sub processes where required.

• An individual with a bachelor/master’s degree qualification or equivalent.

• A minimum of 10-15 years of experience within the investment funds industry.

• A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage, Project management skills.

• Be comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements.

• Knowledge of Client KYC and Legal contract management is an advantage.

• Be highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business.

• Possess team spirit and enthusiasm with the capacity to build strong client relationships.

• Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.

• Professional level of English (spoken and written), every other language is an advantage.

• Client facing experience is a must. What you can expect:

• We are looking for a client onboarding manager to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the Fund administration including Service Delivery teams, Compliance, Technology, Product Management & Sales.

Apex Group