Assistant Client Onboarding Manager

1 week ago

Sydney, New South Wales, Australia LRI Invest S.A. Full time

Location:
Sydney, Australia

Date Posted:
May 15, 2023

Description

About our Company
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices.

The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

Apex Group includes FundRock, LRI and European Depositary Bank.

About The Role:

Apex Group is seeking an Assistant Client Onboarding Manager for Asia Pacific region. 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.


Responsibilities:

  • Responsible for the onboarding and integration of new business from Financial Solutions, Corporate Solutions and Funds Services clients in the APAC region with Australia as the major focus.
  • Responsible to work with local offices to project manage and coordinate all new business opportunity launches and transitions, this will include coordination and liaison of client adoptions, KYC process, account opening, review and negotiation of funds offering documentation and legal agreements and internal system set ups.
  • Collaborate and communicate with 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 projectmanaged.
  • Provide regular launch status update to new clients and internally. Regular project calls should be scheduled with stakeholders and project plans should be maintained to track progress.
  • Work closely with the local team members and 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.
  • Support ad hoc projects as required and assist in enhancement of onboarding procedures for new product lines, etc.

Job Requ
irements:

  • Experience of different fund structures, domicile and regulatory requirements is an advantage.
  • Experience/knowledge of Corporate Solutions/Custody/Depository services is an advantage.
  • You should have strong attention to detail, excellent communication skills and be client centric. The ability to speak local languages in the region is an advantage.
  • Possess project management experience is a plus.

Additional information:

***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.
*

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