Assistant Client Onboarding Manager, Asia Pacific

2 days ago

Sydney, Australia Apex Group Full time

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 coordinate 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 project-managed.
- 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.
- Experience of different fund structures, domicile and regulatory requirements is an advantage.
- Experience/knowledge of Corporate Solutions/Custody/Depository services is an advantage.
- Possess project management experience is a plus.

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.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR page.
- Published date: 26-sep-22_
- PID: 13758_

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