Client Onboarding Job in Apex Fund Services

Job Specification Responsible to work on the Onboarding Orders / Opportunity s pushed out from the Sales Team on a regular basis and clearing the work queues Internal System updates as per New Business Questionary, Client Risk Assessment, Pricing calculator and proposal documents Updating and maintaining reports on the assigned Client Support Sales Team as Client Service Manager, Key Apex Contact (CRM s) across all regions Reviewing of pricing and products. Highlighting any pricing exceptions and necessary adjustments are performed where required post approval Splitting of orders as per the launch dates and Onboarding Set-up fees Work as a subject matter expert for the team and share the best practices Effective communication within internal stakeholders on a daily/weekly reporting on completion of orders/query resolutions and updates Prepare the FnF templates for Onboarding Set-up fees and raise for the invoice Order launches tracking and publishing weekly updates by ensuring all orders are duly updated before they go live as per the due dates Support operations on the pilot projects related to automations /UAT testing etc. Attending weekly / daily huddles, team calls for the status updates Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Reporting Team, Client Service Managers, Opportunity Owners, and Clients. Skills Required Experience working with an investment banking or finance-related firm Good knowledge of financial services sector with 5-6 years in Client Onboarding Graduate / Masters Commerce /CA/MBA Finance/CFA Proven client/business focused communication skills An ability to think critically and objectively Advanced proficiency in Micro-soft excel functions