Client Onboarding Specialist

Apex Group

10-15 years investment funds experience
Client facing onboarding experience
Project management skills
The role involves acting as the key client contact to ensure a seamless transition from Sales to Business As Usual during the onboarding process

Job Summary

  • The role involves acting as the key client contact to ensure a seamless transition from Sales to Business As Usual during the onboarding process.
  • Candidates must coordinate internal functions across Service Delivery, Legal, Compliance, and Technology teams to manage new client launches and conversions.
  • The position requires developing governance models and evolving processes to maintain efficiency within the global fund administration business lines.

Matching Summary

The role involves acting as the key client contact to ensure a seamless transition from Sales to Business As Usual during the onboarding process.

Skills & Requirements

Must-have

  • 10-15 years investment funds experience
  • Client facing onboarding experience
  • Project management skills
  • Fund structure knowledge
  • Legal contract management

Nice-to-have

  • Knowledge of Client KYC processes
  • Experience with multiple domiciles
  • Process improvement mindset
  • Team collaboration spirit
  • Additional language skills

Key Requirements

  • Bachelor or Master's degree qualification
  • Minimum 10-15 years in investment funds industry
  • Professional level English proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter