Client Onboarding Manager

Overview

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our team has delivered growth and transformation with representation by over circa 13,000 employees across 112 offices worldwide.

We are committed to supporting employees to thrive and turn ideas into industry-changing realities.

Client Onboarding Manager
AVP Level 1

Role

Location:

Manama, Bahrain

Reporting Line: Head of Client Onboarding - MENA

Employment Type: Permanent

• 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 set ups, 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
• Provide regular status updates to new clients and internal parties; conduct weekly project calls and maintain project plans
• Assist in the initial drafting and review of client service agreements
• Interact with the Legal Department on template management and control
• Manage the internal review process across product and service lines within fund administration, corporate services, depository and other product lines
• Provide day-to-day client onboarding advice across all Apex Group business lines to meet business needs and maintain strong relationships through communication and teamwork
• Demonstrate strong project management skills with the ability to manage multiple priorities and deadlines
• Support the wider onboarding team and sub-processes as required

• Bachelor or Master’s degree qualification or equivalent
• Minimum of 3–5 years of experience within the investment funds industry
• Good knowledge of the funds industry, experience with different fund structures, domiciles and regulatory requirements is advantageous; project management skills
• Comfort dealing with fund structuring issues, legal terminology, and fund services agreements
• Knowledge of client KYC and legal contract management is advantageous
• Highly motivated and a self-starter with the ability to work semi-supervised in a fast-paced dynamic business
• Team-oriented with enthusiasm and the ability to build strong client relationships
• Excellent organizational, communication and interpersonal skills with a client servicing mindset
• Professional level of English (spoken and written); other languages are an advantage
• Client-facing experience is required

• We are looking for a client onboarding associate to work with a top-tier financial services provider. The role is client-facing and will involve client meetings and interaction with all functional areas within the Fund administration including Service Delivery, Compliance, Technology, Product Management and Sales

• The successful candidate will work on their own initiative to onboard new fund launches and conversions, ensuring a positive onboarding experience. Documentary and other standards should be used to ensure consistency and efficiency

We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic status, responsibilities for dependents, or physical or mental disability. Hiring decisions are based on skills, qualifications, and experiences.

We measure our success by delivering great products and services and by positively impacting people, society, and the planet. For information on Corporate Social Responsibility (CSR) please contact our team for details.

Disclaimer:
Unsolicited CVs sent to Apex by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and will engage directly with exclusive recruitment partners as needed.