Assistant Client Onboarding Manager
Core
Lead the onboarding and integration of new business clients in the APAC region, focusing on fund services, corporate services, and compliance solutions.
Role type
Assistant Client Onboarding Manager
Builds
New business client integrations, account openings, and KYC processes for fund and corporate clients in APAC.
Domain
Fund administration and middle office solutions in the APAC region.
Deliverable
client delivery
Required skills
Client experience, project management, regulatory knowledge (APAC jurisdictions), MS Office proficiency, multi-tasking, problem-solving
Preferred skills
Knowledge of fund structures, domicile, and regulatory requirements in APAC; experience with hedge funds and private equity
Technologies
MS Office (Word, Excel, PowerPoint)
Responsibilities
Coordinate internal functions (Service Delivery, Sales, Legal, Compliance, Technology) for new business launches; manage client adoptions and KYC processes; negotiate funds offering documentation and legal agreements; set up internal systems; maintain project plans and WIP trackers; develop onboarding best practices and operating models; assist in integrating newly acquired businesses.
Seniority
Mid-level, client-facing IC