Client Onboarding Specialist

The Apex Group

10-15 years investment funds experience
Client facing onboarding responsibilities
Project management of client launches
The role serves as the key client contact ensuring a seamless transition from sales to business as usual operations

Job Summary

  • The role serves as the key client contact ensuring a seamless transition from sales to business as usual operations.
  • Candidates will manage complex project plans coordinating internal functions including Legal, Compliance, and Technology teams.
  • The position requires developing governance models and evolving processes to expand the team's remit within the global fund administration sector.

Matching Summary

The role serves as the key client contact ensuring a seamless transition from sales to business as usual operations.

Skills & Requirements

Must-have

  • 10-15 years investment funds experience
  • Client facing onboarding responsibilities
  • Project management of client launches
  • Fund structuring and legal terminology knowledge
  • Strong organizational and communication skills

Nice-to-have

  • Knowledge of KYC and contract management
  • Experience with multiple fund domiciles
  • Ability to work semi-supervised in fast pace
  • Additional language proficiency beyond English
  • Process improvement and efficiency mindset

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter