Client Onboarding Manager
Core
Manage the end-to-end onboarding and integration of new investment fund clients across multiple jurisdictions, acting as the key contact to ensure seamless transition to business-as-usual operations.
Role type
Senior IC Client Onboarding Manager (VP level)
Builds
New client accounts, fund offerings, and legal agreements for the Apex Group's fund administration and middle office solutions.
Domain
Financial Services / Fund Administration / Investment Management
Deliverable
client delivery
Required skills
Project management, cross-functional coordination, Salesforce administration, KPI reporting, client servicing, regulatory compliance knowledge, team mentoring
Preferred skills
Knowledge of Trust and nominee investors, experience with Paxus or eFront systems, local Malta market knowledge
Technologies
Salesforce, Paxus, eFront
Responsibilities
Coordinate account openings, review fund documentation and legal agreements, manage internal system setups, lead regional new business meetings, produce management reports, train and mentor staff
Seniority
Senior, hands-on IC with strategic visibility
