Act as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU
Job Summary
Act as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU.
Coordinate client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.
Provide day-to-day client onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships.
Matching Summary
Act as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU.