Your main responsibilities:
• 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 UK and US clients 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, Fund Integration and Technology teams.
• As part of the onboarding process, the candidate will be expected to provide regular/weekly status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track the progress.
• Assist in the initial drafting and review of client master/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.
• Develop processes, procedures, and checklists for the wider team, ensure that there is a good governance model in place across the team.
• Continuing to evolve the process, look for efficiencies and expand the remit of the team
• Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines.
• Support the wider onboarding team and sub processes where required.