Client Implementation Specialist

CO_MGSAL Apex Fund Services South Africa; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a dedicated Client Onboarding Specialist to enhance their client services. This role involves overseeing the onboarding process for new clients, ensuring smooth integration, and managing billing effectively. The ideal candidate will possess strong organizational skills and a deep understanding of Private Equity Fund structures. You will work closely with various internal teams to deliver exceptional service and maintain client satisfaction. If you are passionate about client relations and thrive in a dynamic environment, this opportunity is perfect for you to make a significant impact.

Qualifications

• Strong understanding of Private Equity Fund structures and administration.
• Excellent organizational and administrative skills required.

Responsibilities

• Manage client onboarding and integration processes efficiently.
• Oversee billing management and ensure timely invoicing.
• Conduct onboarding sessions and maintain client relationships.

Skills

Private Equity Fund structures

Administrative skills

Back-office systems knowledge

Client communication

Organizational skills

Problem-solving

Can-do attitude

Tools

Investran

eFront

Paxus

Dayforce

Visio

Smartsheet

Salesforce

Peoplesoft

Microsoft Project

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 hardworking 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. A 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.

The roles and responsibilities of the successful candidate are as follows:

1. CLIENT ONBOARDING

1. Oversee and manage the onboarding process for new clients and the integration of new funds for existing clients.
2. Collect all necessary client information including business details, contact information, and relevant documentation.
3. Review and explain contract terms and conditions to the client ensuring mutual understanding.
4. Ensure both parties sign the agreement and retain copies for recordkeeping.
5. Collaborate with internal teams to onboard the client onto the relevant Apex systems.
6. Coordinate with teams such as legal, compliance, finance, and technical support to ensure all aspects of client readiness are met.
7. Provide clients with access to platforms, tools, or software ensuring proper setup and functionality.
8. Conduct onboarding sessions or provide materials to familiarize clients with products, services, and processes including relevant training where needed.
9. Maintain clear communication with clients to address questions or concerns and keep them informed of timelines and updates.
10. Gather client feedback on the onboarding process to enhance future experiences.
11. Organize and conduct handover meetings between the client and relevant operations teams.
12. Build and maintain relationships with clients and internal teams to ensure smooth service delivery.

2. BILLING MANAGEMENT

1. Collect all necessary information to accurately calculate billing for upcoming invoices.
2. Submit the billing sheet to the Finance team ensuring each invoice is prepared accurately.
3. Send invoices to clients promptly.

3. OTHER TASKS

1. Any ad-hoc tasks required.

Skills Requirement:

1. A good understanding of various Private Equity Fund structures and the administration of these structures.
2. Highly organised, efficient, and professional with excellent administrative and organisational skills.
3. Sound knowledge and understanding of back-office systems. Investran, eFront, and Paxus is beneficial.
4. Demonstrated ability to work in a pressurised environment.
5. Have a confident, professional, and enthusiastic approach when dealing with clients and intermediaries of the business.
6. Be familiar with fund services, controls, and procedures to ensure compliance and minimise risk.
7. An ability to constantly challenge and look to improve the daily operation.
8. Have a practical hands-on approach and the ability to get things done.
9. Be able to communicate clearly with clients, staff, and senior management.

Personal Characteristics:

1. A real can-do attitude and thrives in an environment of opportunity, confidence, and hunger for growth.
2. Sets and achieves very high levels of performance and continually strives for personal improvement in all that they do.
3. Has the ability to challenge decisions and frameworks but also the ability to accept and implement decisions as instructed from a higher authority and to work within established frameworks to achieve desired results.
4. Will take accountability for their actions.

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.

Required Experience: Unclear Seniority

Key Skills

• Employee Orientation
• Dayforce
• Human Capital Management
• Visio
• Business Process Modeling
• Process Mapping
• Ceridian
• Smartsheet
• Salesforce
• Peoplesoft
• Project Management
• Microsoft Project