Client Onboarding Manager

CO_SNFSL Apex Group Fiduciary Services; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Training and development opportunities

Competitive remuneration

Job summary

Apex Group is seeking a Client Onboarding Manager to lead onboarding for APAC clients from Sydney. The role is client-facing, coordinating Service Delivery, Legal, Compliance, and Technology teams to manage KYC, account openings and documentation while maintaining strong relationships with senior management.

You will work with Regional Head of Onboarding to implement best practices, track progress with KPIs, and ensure adherence to group onboarding policies across acquisitions.

Qualifications

• Basic knowledge of funds industry including corporate solutions services, hedge funds and private equity funds.
• Experience with fund administration, custody or depository services is a plus.
• Strong attention to detail and written/verbal communication skills.
• Ability to work independently and as part of a team; proactive improvements.

Responsibilities

• Onboard new APAC clients, focusing on fund services, corporate services and compliance.
• Coordinate Service Delivery, Sales, Legal, Compliance and Technology for launches.
• Provide regular client onboarding status updates to clients and internal teams.
• Lead regular calls and maintain project plans; track progress and KPIs.
• Support integration of acquired businesses with consistent onboarding approaches.

Skills

Fund services knowledge

KYC and onboarding

Project management

Client facing communication

MS Office proficiency

Team collaboration

Tools

MS Office

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.

Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

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, andTechnology teams to project lead all new business opportunity launches and transitions inAPAC, this will include coordination of client adoptions, KYC process, account openings, reviewand 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 trackprogress.

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 aconsistent 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 fornew 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 ateam 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 opportunity 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/