Assistant Manager, Client Onboarding

Overview

The Role & Key Responsibilities
Skills Required
What you will get in return
Additional Information

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
Tab Item Content

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
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Department: Fund Admin Services

Employment Type: Full Time

Role & Key Responsibilities:

  • The Client Onboarding Officer will be responsible for the onboarding and integration of new Fund Services clients in the region.
  • Key tasks will include coordination of client adoptions, account openings, review of funds offering documentation and legal agreements, internal system set ups, and project planning.
  • The Client Onboarding Officer will be expected to coordinate 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.
  • As part of the integration process, the candidate will be expected to provide regular status updates of onboarding and conversions to new clients. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.
  • The Client Onboarding Officer will participate in regional new business meetings and provide updates to senior management and client services teams on integration projects they have been assigned. The candidate will also assist in the production of the new business report and other KPIs / management reports as required.
  • A key task will be to coordinate the Regional Client Acceptance process in the region to ensure all proposals are supported by relevant documentation, reviewed and approved before distribution to clients.
  • Assistance with ad hoc projects as required.
  • The ideal candidate must have an excellent knowledge of funds industry and will have experience working on Hedge and Private Equity funds. Experience of different fund structures, domiciles and regulatory requirements is an advantage.
  • Experience/knowledge of Custody/Depository services is an advantage.
  • You should have strong attention to detail and excellent communication skills. The ability to speak local languages is an advantage. The candidate must be able to work on his or her own initiative.
  • Project management skills.
  • Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other fund accounting systems an advantage but not required.
  • A high level of visibility within a large organisation on an upwards trajectory
  • The ability to define marketing processes to drive innovation and have a tangible impact on the business
  • Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
  • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
  • Opportunity to work with a diverse, agile and global marketing team.
  • The opportunity to innovate, bring discipline to brand activity and really make a difference.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

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 policy.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: [email protected]

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Life At Apex

"Working here I have the space to be creative, take ownership and develop continuously. It’s a great company with a purpose, which in turn enables its people to identify with the core values and mission."

Diane Mero, Office Manager, Dubai

What we look for

We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making our business what it is today and the more we grow, the more important that becomes.

 

Whatever your career path, ambition or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish.

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