Client Onboarding - Pune, India - LRI Invest S.A.

LRI Invest S.A.

Verified Company

Pune, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Location:
Pune, India

Date Posted:
May 15, 2023

Description

Senior Associate
***
Global Onboarding Support Team

Pune - IndiaReporting**- The position reports to AVP - Global Onboarding Support
About Apex
The Apex Group is a global financial services provider with over 5,000 staff across 50+ offices globally.

We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.

Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes.

Whatever your career path or specialism Apex provides a global platform to allow you to thrive.

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 Setup fees
Effective communication within internal stakeholders on a daily/weekly reporting on completion of orders/query resolutions and updates
Prepare the FnF templates for Onboarding Setup 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 financerelated firm
Good knowledge of financial services sector with 56 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 Microsoft excel functions

What you will get in return:

A genuinely unique opportunity to be part of an expanding large global business
Exposure to all aspects of the business, crossjurisdiction and to working with senior management directly

Additional information

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.