Client Onboarding Manager

hace 6 meses

Valencia, España LRI Invest A tiempo completo

Description

Apex Group

Job description

Functional Title: Client Onboarding Manager

Corporate Title /Grade: Assistant Vice President Level 1

Reports to: Regional Head of Client Onboarding

Outline of position

The primary responsibilities of this position are:
1. Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;

2. Act as a first point of contact for client issues relating to onboarding matters;

3. Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning;

4. Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, and Technology teams;

6. Assist in the initial drafting and review of client service agreements;

7. Interacting with the Legal Department on template management and control;

8. Managing the internal review process across different product and service lines within the fund administration, depository and other product lines;

9. Provide day to day client onboarding advice across all Apex Group business lines to best meet their business needs and maintaining good working relationships through active communication, facilitation and teamwork.
- Support the wider onboarding team where required.
- Will report to the Regional Head of Client onboarding.

**Required Skills**:
1. An individual with a legal qualification to degree level;

2. A minimum of 3-5 years of experience within the investment funds industry;
- A good knowledge of funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage.

4. Be comfortable/competent in dealing with fund structuring issues, legal terminology and fund services agreements;

5. Knowledge on Client KYC requirements is an advantage;

6. Be highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business;

7. Possess team spirit and enthusiasm with the capacity to build strong client relationships;

8. Client facing experience;
- Project management skills.

10. Excellent organisational, communication and interpersonal skills and a truly client servicing mindset;

11. 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.

Performance

  • 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 firstpoint of contact for client issues relating to onboarding...

  • Client Onboarding Manager

    hace 3 semanas

    Valencia, España Lri Invest A tiempo completo

    Functional Title: Client Onboarding ManagerReports to: Regional Head of Client OnboardingOutline 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...

  • Client Onboarding Manager

    hace 2 semanas

    Valencia, España Lri Invest S.A. A tiempo completo

    Apex Group : Job description : Functional Title : Client Onboarding Manager Corporate Title /Grade : Assistant Vice President Level 1 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...

  • Client Onboarding Manager

    hace 2 semanas

    Valencia, España Lri Invest S.A. A tiempo completo

    Apex Group:Job description:Functional Title: Client Onboarding ManagerCorporate Title /Grade: Assistant Vice President Level 1Reports to: Regional Head of Client OnboardingOutline 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...

  • Client Onboarding Manager

    hace 5 meses

    Valencia, España LRI Invest S.A. A tiempo completo

    **Apex Group**: **Job description**: **Functional Title**:Client Onboarding Manager**: **Corporate Title /Grade**:Assistant Vice President Level 1**: **Reports to**:Regional Head of Client Onboarding**: **Outline of position**: The primary responsibilities of this position are: 1. Acting as the key client contact throughout the client onboarding process to...

  • 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...

  • Client Onboarding Manager

    hace 3 semanas

    Valencia, España Lri Invest A tiempo completo

    Functional Title: Client Onboarding ManagerReports to: Regional Head of Client OnboardingOutline of PositionThe 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...

  • Client Onboarding Manager

    hace 2 semanas

    Valencia, España LRI Invest S.A. A tiempo completo

    Apex Group :Job description :Functional Title : Client Onboarding ManagerCorporate Title /Grade : Assistant Vice President Level 1Reports to : Regional Head of Client OnboardingOutline 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...

  • 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...

  • Client Onboarding Manager

    hace 2 semanas

    Valencia, España Lri Invest S.A. A tiempo completo

    Apex Group :Job description :Functional Title : Client Onboarding ManagerCorporate Title /Grade : Assistant Vice President Level 1Reports to : Regional Head of Client OnboardingOutline 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...

  • Client Onboarding Manager

    hace 3 semanas

    Valencia, España Lri Invest A tiempo completo

    Functional Title: Client Onboarding ManagerReports to: Regional Head of Client OnboardingOutline of PositionThe 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...

  • Client Onboarding Manager

    hace 6 días

    Valencia, España Lri Invest S.A. A tiempo completo

    Apex Group :Job description :Functional Title : Client Onboarding ManagerCorporate Title /Grade : Assistant Vice President Level 1Reports to : Regional Head of Client OnboardingOutline 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...

  • Client Onboarding Manager

    hace 7 meses

    Valencia, España LRI Invest A tiempo completo

    Description Client Onboarding Officer Role Location: Valencia, Spain Department: Central Onboarding Team Employment Type: Permanent, Full Time The Role & Key Responsibilities: - The Client Onboarding Officer will be responsible for the onboarding and integration of new Apex Group clients, predominantly in UK. - Key tasks will include coordination of...

  • Client Onboarding Officer

    hace 7 meses

    Valencia, España LRI Invest A tiempo completo

    Description Client Onboarding Officer Role Location: Valencia, Spain Department: Fund Administration Employment Type: Permanent, Full Time The Role & Key Responsibilities: - The Client Onboarding Officer will be responsible for the onboarding and integration of new Apex Group clients; - Key tasks will include coordination of client adoptions (KYC/AML),...

  • Especialista en Onboarding de Clientes

    hace 1 mes

    Valencia, Valencia, España Sesame Hr A tiempo completo

    ¿Qué es este puesto?Buscamos un Especialista en Onboarding de Clientes para unirse a nuestro equipo en Sesame HR. En este rol, serás responsable de asegurarte de que nuestros clientes tengan una experiencia de onboarding exitosa y personalizada.Responsabilidades:Desarrollar y implementar planes de onboarding personalizados para nuestros clientes.Trabajar...

  • Senior Client Onboarding Professional

    hace 7 días

    Valencia, Valencia, España Lri Invest A tiempo completo

    Key Responsibilities:Act as the primary point of contact for clients throughout the onboarding process to ensure a seamless transition from Sales to Business as Usual (BAU).Coordinate client adoptions, account openings, review of fund offering documentation, and internal system setups.Work closely with the Legal Department on template management and...

  • Especialista en Onboarding de Clientes

    hace 4 semanas

    Valencia, Valencia, España Sesame Hr A tiempo completo

    ¿Qué es un Customer Onboarding Specialist?Un Customer Onboarding Specialist es un profesional que se encarga de asegurar que los clientes de una empresa tengan una experiencia positiva y efectiva al trabajar con ella. En Sesame HR, este rol es fundamental para garantizar que nuestros clientes puedan aprovechar al máximo nuestras herramientas y...

  • Onboarding Consultant Dach

    hace 4 semanas

    Valencia, España Virtuagym A tiempo completo

    .As Virtuagym keeps on growing, we are now looking for a new face to complement our Client Success International team. As Customer Onboarding Consultant in our Customer Onboarding International team , you will be the first point of contact for our local clients/customers and manage their success! Will you join us in our quest to create a healthier and...

  • Onboarding Consultant Dach

    hace 1 mes

    Valencia, España Virtuagym A tiempo completo

    As Virtuagym keeps on growing, we are now looking for a new face to complement our Client Success International team. **As Customer **Onboarding **Consultant **in our** Customer Onboarding International team**, you will be the first point of contact for our local clients/customers and manage their success! Will you join us in our quest to create a healthier...

  • Onboarding Consultant Dach

    hace 4 semanas

    Valencia, España Virtuagym A tiempo completo

    As Virtuagym keeps on growing, we are now looking for a new face to complement our Client Success International team. As Customer Onboarding Consultant in our Customer Onboarding International team, you will be the first point of contact for our local clients/customers and manage their success! Will you join us in our quest to create a healthier and happier...