Onboarding Manager - Sydney, Australia - TMF Group

TMF Group

Verified Company

Sydney, Australia

4 weeks ago

Posted by:

Olivia Brown

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Description

Job no: 562316

Work type:
Full time

Location:
Sydney, Australia, Australia

Categories:
Client Onboarding

Office Location:
Sydney

About TMF Group
TMF Group is a leading global provider of high-value business services to clients operating and investing globally.

We focus on providing specialized and business-critical financial and administrative services that enable our clients to operate their corporate structures, finance vehicles and investment funds in different geographical locations.

Our core services can help companies of all sizes with HR and payroll, accounting and tax, corporate secretarial, international corporate structuring, fund administration and structured finance - whether a company wants to globalize, or whether they need support to streamline existing operations.

With operations in more than 80 countries, TMF Group is the global expert that understands local needs

Global reach, local knowledge:
helping to do business seamlessly across borders.

Job Purpose

To manage new clients on boarding process to cope with all legal and compliance requirements; ensuring new clients are serving by appropriate service lines to satisfy & compile with business contracts terms.gatekeep the client experience when onboarding new clients to TMF.

This role is designed to ensure all of our customers follow a structured, logical, well communicated and managed onboarding process.

The role has a market wide scope.

Key responsibilities

Gatekeeper of an excellent client experience during the onboarding stage
Oversight of all client onboarding activities endtoend (including standard, low complexity and complex deals).
Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio.
To lead the implementation of new clients in line with project management methodologies
Serve as single point of contact for the client and/or internal functional partners, responsible for the coordination and successful endtoend delivery of projects.
To coordinate the work with multiple parties such as: sales, technology, delivery, risk and compliance, Legal and other teams
Closely manage the expectations of the client organization.
Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for "on hold" and slowmoving deals.
Develop and maintain a customized project plan tailored to client's requirements, outlining deliverables, milestones, critical path items and actions
Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and best practices.
Lead meetings and coordinate activities of the crossorganizational implementation teams
Responsible for supporting the preparation of request for proposal (RFP) responses; actively participate in prospective client presentations and demos
Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements

Extract CRM data, and Input them to client onboarding dashboard & tracker
Daily monitor and update of CRM data client onboarding to ensure dashboards & trackers are reflective of Onboarding process indicators with accuracy

Partner with RM to get required documents, information, organization details of new clients for on boarding preparation
Prepare the relevant agreement/ engagement letter for new client's engagement of our service
Follow the group/local policy procedures to manage the client acceptance process; including preparation of business approval form, structure charts and other relevant document; ensure all KYC documents are on file and approve by group compliance
Address legal compliance concerns to RM & clients when arise
Communicate with different external parties e.g. bank, clients, intermediates for processing needs
Coordinate with HKGroup Compliance team to process client on boarding approval, with followup when appropriate
Coordinate with Finance and appropriate service lines for getting start the services to the new clients
Responsible to issue invoice for new client and monitor the fee payment
Input data and create client's profile in Viewpoint system

Job specific requirements

Proven customer service skills.

University graduate in Corporate Administration or related discipline

Excellent communication and presentation skills to command senior client and senior internal stakeholder meetings (Steering Committees).
Proficiency to communicate in local language and English language. Excellent written and verbal communication skills.
58 years of client facing working experience
Wide organizational knowledge and crossfunctional teamwork experience to deliver multiwork stream projects.
Selfstarter and ability to take initiative in driving projects forward.
Excellent organizational and pl