Client Onboarding Manager Apex

Your main responsibilities:

• 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 client issues 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, and Technology teams.
• As part of the onboarding process, the candidate will be expected to provide regular status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.
• Assist in the initial drafting and review of client 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, corporate services, 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.
• 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.

Performance:

• The successful candidate will be expected to work on his / her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency.