Client Onboarding Manager

Location: Sydney

Description

This is an opportunity for someone with basic knowledge of the funds industry looking to develop their skills further. The role is very much client facing, and will involve high level of client interaction, e.g. calls or meetings, with all functional areas within the Company including Service Delivery teams, Technology, Product Management, Sales, Senior Management and the Ex-Co. Less experienced candidate will be offered as Assistant Client Onboarding manager.

What you will be doing

- Be responsible for the onboarding and integration of new business clients in the APAC region, with key focus on fund services, corporate services and compliance solutions services in APAC region under the latest applicable regulations and Group Policy.
- Coordinate internal functions including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to project lead all new business opportunity launches and transitions in APAC, this will include coordination of client adoptions, KYC process, account openings, review and negotiation of funds offering documentation and legal agreements and internal system setups.
- Provide regular client onboarding status update to new clients and internally.
- Host regular project calls with stakeholders and project plans should be maintained to track progress.
- Work closely with the Regional Head of Onboarding to provide updates to senior management and client services teams on integration projects; assist in the production of the regional WIP tracker for all local offices and other KPIs / management reports as required.




- Work with the Regional Head of Onboarding to develop the best practices and operating models for integration to enhance the client onboarding experience; ensure all local and Group onboarding KYC policies/procedures are strictly adhered to.
- Assist with the integration of newly acquired businesses into the Apex Group to ensure a consistent approach is applied across acquired entities from an onboarding perspective, and Support any ad hoc tasks as required and assist in enhancement of onboarding procedures for new product lines as assigned by line manager.

Skills Required

- Basic level of knowledge and experience of fund services industry, including corporate solutions services, hedge funds and private equity funds, trust funds and custody products.
- Experience of different fund structures, domicile and regulatory requirements is an advantage.
- Experience/knowledge of Fund Administration/Custody/Depository services is an advantage.
- The candidate should demonstrate strong attention to detail, excellent communication skills verbally and in writing.
- Possession of medium proficiency of MS office and be able solve problems encountered in daily work routine.
- The candidate must be able to work independently on client onboarding and collaborate as a team member.
- S/he shall be able to self-driven and continuously seek for improvements.
- Possess project management experience is a plus.

What you will get in return





- A genuinely unique opportunity to be part of an expanding large global business;
- Competitive remuneration commensurate with skills and experience;
- Training and development opportunities

Additional information

We are an equal prospect employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is re

📌 Client Onboarding Manager (Sydney)
🏢 CO_MGHLTD APEX GROUP HOLDINGS AUSTRALIA PTY
📍 Sydney