Client Onboarding Manager

Client Onboarding Manager

Reporting Line: Head of Client Onboarding - MENA

Employment Type: Permanent

• Act as the key client contact throughout the client onboarding process to ensure a seamless transition from Sales to BAU.
• Serve as the first point of contact for client issues relating to onboarding matters.
• Coordinate client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set‑ups, and project planning.
• Project manage and coordinate 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; hold weekly project calls with stakeholders and maintain project plans to track progress.
• 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 different product and service lines within the fund administration, corporate services, depository and other product lines.
• Provide day‑to‑day onboarding advice across all Apex Group business lines to meet client business needs and maintain good working relationships through active communication, facilitation and teamwork.
• Support the wider onboarding team and sub‑processes where required.

• Bachelor’s or master’s degree qualification or equivalent.
• Minimum of 3–5 years of experience within the investment funds industry.
• Strong knowledge of the funds industry, experience with different fund structures, domiciles and regulatory requirements; project management skills.
• Comfortable/competent in dealing with fund structuring issues, legal terminology and fund services agreements.
• Knowledge of Client KYC and legal contract management is an advantage.
• High motivation and self‑starter with the ability to work semi‑supervised in a fast‑paced dynamic business.
• Team spirit and enthusiasm with the capacity to build strong client relationships.
• Excellent organizational, communication and interpersonal skills and a truly client‑servicing mindset.
• Professional level of English (spoken and written); every other language is an advantage.
• Client‑facing experience is a must.

• Opportunity to work with a top‑tier financial services provider and develop your skills further in client onboarding.
• Client‑facing role involving client meetings and high level of interaction with functional areas within fund administration including Service Delivery teams, Compliance, Technology, Product Management and Sales.

• Work on your own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients.
• Use documentary and other standards wherever practical to ensure consistency and efficiency.

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

Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.