Client Onboarding Specialist
Apex Group Ltd
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Functional Title: Client Onboarding Specialist
Reports to: Regional Head of Client Onboarding
Outline of position
The primary responsibilities of this position are:
Supporting the client onboarding process by coordinating the key steps to ensure a seamless transition from Sales to Business-As-Usual (BAU);
Act as a first point of contact for client queries relating to onboarding matters;
Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning;
Assisting in project coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology teams;
As part of the onboarding process, the candidate will be expected to provide regular status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress;
Supporting the drafting and review of client service agreements;
Interacting with the Legal Department on template management and control;
Assisting in the internal review process across different product and service lines within the fund administration, depository and other product lines;
Provide day to day client onboarding advice across all Apex Group business lines to best meet their business needs and maintaining good working relationships through active communication, facilitation and teamwork;
Assisting with the development and execution of ad hoc projects;
Support the wider onboarding team where required. Will report to the Regional Head of Client Onboarding.
Required Skills
A degree, preferably in Law, Business, Finance or a related field;
A minimum of 1-3 years of experience within the investment funds industry;
Understanding of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage;
Some familiarity with fund structuring issues, legal terminology and fund services agreements;
Knowledge on Client KYC requirements is an advantage;
Be 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 client relationships;
Client facing experience;
Project management skills;
Excellent organisational, communication and interpersonal skills and a truly client servicing mindset;
Professional level of English (spoken and written), every other language is an advantage.
What you will get in return:
A genuinely unique opportunity to be part of an expanding large global business
Opportunities for personal and professional development
A multinational work environment with challenging tasks;
A competitive remuneration package.
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.