Client Onboarding Manager
il y a 2 semaines
**About Apex**:The Apex Group is a global financial services provider with 10,000 staff across 80+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. We provide an internal training and evaluation programme that will ensure you are equipped with the right experience and qualities to work with Apex's clients.
Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.
Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex ensures it rewards loyal and dedicated employees. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both short-term or permanent relocation options.
**Job Specification**:
- The Client Onboarding Manager will be responsible for the onboarding and integration of new Apex Group clients in Luxembourg and other European domiciles;
- Key tasks will include coordination of client adoptions (KYC/AML), account openings, review and negotiation of funds offering documentation and legal agreements, internal system set ups, and project planning;
- The Client Onboarding Manager will be expected to coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed;
- The Client Onboarding Manager will participate in regional new business meetings and provide updates to senior management and client services teams on integration projects they have been assigned;
- The Client Onboarding Manager will work with the Product team to develop best practices and operating models for integration to enhance the client onboarding experience;
- Ensure integration of legacy businesses in the Group into the central onboarding process;
- Support other European offices when under resourced;
- Act as an escalation point for all onboarding related issues;
- Assist Heads of Onboarding in rolling out the Group onboarding procedure in all locations and business lines;
- Assist Heads of Onboarding in rolling out other onboarding initiatives as we streamline the process across the Group;
- Enhance reporting for deals onboarded in European locations for Group consumption.
**Skills Required**:
- A minimum of 5 years of experience within the investment funds industry;
- Must have an excellent knowledge of funds industry and will have experience working on Hedge, Private Equity funds and other Apex Group products;
- Experience of different fund structures, domiciles (e.g. Luxembourg) and regulatory requirements is an advantage;
- Experience/knowledge of Custody/Depository/AIFM services is an advantage;
- Project management skills;
- Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other accounting or investor services systems an advantage but not a necessity.
**What you will get in return**:
- A high level of visibility within a large organisation on an upwards trajectory;
- Be part of a dynamic and fast-paced team that makes a genuine impact on the success of the entire organisation;
- Exposure to all aspects of the business, cross-jurisdiction;
- Opportunity to work with a diverse, agile and global delivery team;
- A genuinely unique opportunity to be part of an expanding large global business;
- Competitive remuneration in line with skills and experience;
- Training and development opportunities.
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