01Responsibilities
- Creating, organizing, managing, and maintaining documentation related to client onboarding processes, procedures and policies
- Assist with creation of process charts and email templates for Client Onboarding
- Create and maintain the content Library for RFP responses for client Onboarding and KYC
- Review and customize RFP responses from the proposal content library
- Collaborate with subject matter experts (SMEs) including onboarding managers, business development, Legal, integration teams to articulate complex facets of products and services.
- Ensure all aspects of the RFPs are completed on time and meet the necessary requirements.
- Provide regular updates to Senior management on the progress
- Support the broader onboarding team as required.
- Report to the Regional Head of Client Onboarding.
Qualifications, Skills and Experience:
- Graduate / Masters Commerce /CA/MBA Finance/CFA
- Good knowledge of financial/fund services sector with 6-9 years in Client Onboarding
- Highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business.
- Possess team spirit and enthusiasm with the capacity to build strong relationships.
- Project management skills.
- Excellent organisational, communication, and interpersonal skills with a focus on client service.
- Professional proficiency in English (spoken and written), additional languages are an advantage.
Role-Specific Competencies/Skills:
- Solid communication and analytical skills
- Accurate and acute attention to detail
- Uses discretion when dealing with sensitive and confidential information
- Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience
- Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly
- Self-motivated
- Punctuality
Disclaimer: 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. .
