Client Onboarding Manager

hace 3 semanas

Valencia, España Lri Invest A tiempo completo

Functional Title: Client Onboarding Manager Reports to: Regional Head of Client Onboarding Outline of Position The primary responsibilities of this position are: Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU; Act as a first point of contact for client issues relating to onboarding matters; Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system setups, and project planning; Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, and Technology teams; Assist in the initial drafting and review of client service agreements; Interacting with the Legal Department on template management and control; Managing the internal review process across different product and service lines within the fund administration, depository, and other product lines; Provide day-to-day client onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships through active communication, facilitation, and teamwork.
Support the wider onboarding team where required.
Required Skills An individual with a legal qualification to degree level; A minimum of 3-5 years of experience within the investment funds industry; A good knowledge of the funds industry, experience of different fund structures, domiciles, and regulatory requirements is an advantage; Be comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements; Knowledge on Client KYC requirements is an advantage; Be highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business; Possess team spirit and enthusiasm with the capacity to build strong client relationships; Client-facing experience; Excellent organisational, communication, and interpersonal skills and a truly client servicing mindset; Professional level of English (spoken and written), every other language is an advantage.
We are looking for a client onboarding manager to work with a top-tier financial services provider.
This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further.
The position is very much client-facing and will involve client meetings.
Additionally, the position will involve a high level of interaction with all functional areas within the Fund administration including Service Delivery teams, Compliance, Technology, Product Management & Sales.
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