Onboarding Manager
2 months ago
**Job no**: 562316
**Work type**: Full time
**Location**: Sydney, Australia, Australia
**Categories**: Client Onboarding
**Office Location**: Sydney
**About TMF Group**
TMF Group is a leading global provider of high-value business services to clients operating and investing globally. We focus on providing specialized and business-critical financial and administrative services that enable our clients to operate their corporate structures, finance vehicles and investment funds in different geographical locations. Our core services can help companies of all sizes with HR and payroll, accounting and tax, corporate secretarial, international corporate structuring, fund administration and structured finance - whether a company wants to globalize, or whether they need support to streamline existing operations.
With operations in more than 80 countries, TMF Group is the global expert that understands local needs. Global reach, local knowledge: helping to do business seamlessly across borders.
**Job Purpose**
To manage new clients on boarding process to cope with all legal and compliance requirements; ensuring new clients are serving by appropriate service lines to satisfy & compile with business contracts terms.gatekeep the client experience when onboarding new clients to TMF. This role is designed to ensure all of our customers follow a structured, logical, well communicated and managed onboarding process. The role has a market wide scope.
**Key responsibilities**
- Gatekeeper of an excellent client experience during the onboarding stage
- Oversight of all client on-boarding activities end-to-end (including standard, low complexity and complex deals).
- Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio.
- To lead the implementation of new clients in line with project management methodologies
- Serve as single point of contact for the client and/or internal functional partners, responsible for the coordination and successful end-to-end delivery of projects.
- To coordinate the work with multiple parties such as: sales, technology, delivery, risk and compliance, Legal and other teams
- Closely manage the expectations of the client organization.
- Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow-moving deals.
- Develop and maintain a customized project plan tailored to client’s requirements, outlining deliverables, milestones, critical path items and actions
- Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and best practices.
- Lead meetings and coordinate activities of the cross-organizational implementation teams
- Responsible for supporting the preparation of request for proposal (RFP) responses; actively participate in prospective client presentations and demos
- Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements
Extract CRM data, and Input them to client onboarding dashboard & tracker
Daily monitor and update of CRM data client onboarding to ensure dashboards & trackers are reflective of Onboarding process indicators with accuracy
- Partner with RM to get required documents, information, organization details of new clients for on boarding preparation
- Prepare the relevant agreement/ engagement letter for new client’s engagement of our service
- Follow the group/local policy procedures to manage the client acceptance process; including preparation of business approval form, structure charts and other relevant document; ensure all KYC documents are on file and approve by group compliance
- Address legal compliance concerns to RM & clients when arise
- Communicate with different external parties e.g. bank, clients, intermediates for processing needs
- Coordinate with HKGroup Compliance team to process client on boarding approval, with follow-up when appropriate
- Coordinate with Finance and appropriate service lines for getting start the services to the new clients
- Responsible to issue invoice for new client and monitor the fee payment
- Input data and create client’s profile in Viewpoint system
**Job specific requirements**
- Proven customer service skills.University graduate in Corporate Administration or related discipline
- Excellent communication and presentation skills to command senior client and senior internal stakeholder meetings (Steering Committees).
- Proficiency to communicate in local language and English language. Excellent written and verbal communication skills.
- 5-8 years of client facing working experience
- Wide organizational knowledge and cross-functional teamwork experience to deliver multi-work stream projects.
- Self-starter and ability to take initiative in driving projects forward.
- Excellent organizational and pl
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