Client Onboarding Specialist

Apex Group Ltd (UK Branch); Pune District; On-site; INR 3,500,000 - 7,000,000; Full time

Job summary

A top tier financial services provider seeks a Client Onboarding Manager in Pune District, India. This role involves acting as the primary contact for clients, managing onboarding processes and ensuring seamless transitions. The ideal candidate will have a bachelor/master's degree and 10-15 years of experience in the investment funds industry, along with excellent interpersonal and project management skills.

Qualifications

• 10-15 years of experience within the investment funds industry.
• Good knowledge of fund structures and regulatory requirements.
• Comfortable with legal terminology and fund services agreements.

Responsibilities

• Acting as the key client contact throughout the onboarding process.
• Coordinating client adoptions and account openings.
• Providing regular status updates and project management.
• Draft and review client master/service agreements; liaise with Legal.
• Maintain governance, process improvements and cross-functional collaboration.

Skills

Project management skills

Client KYC knowledge

Interpersonal skills

Professional level of English

Team spirit

Education

Bachelor/master’s degree or equivalent

Job description

Your main responsibilities:

• Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;
• Act as first point of contact for UK and US clients 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, Fund Integration and Technology teams.
• Providing regular/weekly status updates to new clients and internal parties; holding weekly project calls with stakeholders and maintaining project plans to track progress.
• Assisting in initial drafting and review of client master/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, depository and other product lines.
• Providing day-to-day client onboarding advice across all Apex Group business lines to best meet business needs and maintaining good working relationships through active communication, facilitation and teamwork.
• Developing processes, procedures and checklists for the wider team and ensuring a good governance model across the team.
• Continuing to evolve the process, looking for efficiencies and expanding the remit of the team.
• Strong project management skills and the ability to proactively manage multiple changing priorities and deadlines.
• Supporting the wider onboarding team and sub processes where required.

Your skills:

• An individual with a bachelor/master’s degree qualification or equivalent.
• A minimum of 10-15 years of experience within the investment funds industry.
• A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage; project management skills.
• Comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements.
• Knowledge of Client KYC and Legal contract management is an advantage.
• Highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business.
• Team spirit and enthusiasm with the capacity to build strong client relationships.
• Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.
• Professional level of English (spoken and written); every other language is an advantage.
• Client facing experience is a must.

What you can expect:

We are looking for a client onboarding manager to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the Fund administration including Service Delivery teams, Compliance, Technology, Product Management & Sales.

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.