Client Onboarding Manager

CO_MGHLTD APEX GROUP HOLDINGS AUSTRALIA PTY LIMITED; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

CO_MGHLTD APEX GROUP HOLDINGS AUSTRALIA PTY LIMITED is seeking a Client Onboarding Manager to lead onboarding and integration of new clients in the APAC region, with strong client interaction and cross-functional collaboration across Service Delivery, Technology, Legal and Compliance.

The role focuses on aligning with regulatory requirements and Group Policy, coordinating KYC and account openings, and maintaining progress through regular updates and KPIs.

Qualifications

• Basic knowledge of funds industry and corporate solutions services.
• Experience with fund structures, domicile and regulatory requirements is an advantage.
• Experience/knowledge of Fund Administration/Custody/Depository services is an advantage.
• Strong attention to detail and excellent communication skills.
• Proficiency in MS Office and ability to solve problems in daily work.
• Ability to work independently and collaboratively in a team.
• Project management experience is a plus.

Responsibilities

• Be responsible for onboarding and integration of new business clients in the APAC region, with focus on fund services, corporate services and compliance solutions in APAC under applicable regulations and Group Policy.
• Coordinate internal functions to project lead all new business launches and transitions in APAC, including client adoptions, KYC, account openings, documentation and legal agreements, and internal system setups.
• Provide regular client onboarding status updates to clients and internally.
• Host regular project calls with stakeholders and maintain project plans to track progress.
• Assist Regional Head of Onboarding in updating senior management and client services on integration projects and in producing regional KPIs/reports.
• Develop best practices and operating models for integration to enhance onboarding and ensure KYC policies are adhered to.
• Assist with integration of newly acquired businesses to ensure consistent onboarding approaches across entities.

Skills

Client onboarding

Stakeholder management

Communication skills

Attention to detail

MS Office

Independent worker

Project management

Tools

MS Office

Job description

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, and Technology teams to project lead all new business opportunity launches and transitions in APAC, this will include coordination of client adoptions, KYC process, account openings, review and 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 track progress.
• 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 a consistent 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 for new 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 a team 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/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset‑class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross‑jurisdictional expertise delivered by a long‑standing management team and over 13,000 highly integrated professionals.

We’re a people‑powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms.

With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

Positive change starts with you. We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us