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

Client Onboarding Manager

Role Location: Jersey, Channel Islands

Department: Global Client Onboarding & KYC

Employment Type: Permanent, Full Time

Reporting Line: Regional Head of Client Onboarding & KYC – Channel Islands

The Role & Key Responsibilities:

• The Client Onboarding Manager will be responsible for the onboarding and integration of new Apex Group clients in Jersey.

• Key tasks will include coordination of client adoptions (KYC/AML), account openings, review and negotiation of funds offering documentation and legal agreements, internal system set ups, and project planning.

• The Client Onboarding Manager will be expected to coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.

• As part of the integration process, the candidate will be expected to provide regular status updates of onboardings and conversions to new clients. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.

• The Client Onboarding Manager will participate in regional new business meetings and provide updates to senior management and client services teams on integration projects they have been assigned. The candidate will also assist in the production of the new business report and other KPIs / management reports as required.

• The Client Onboarding Manager will work with the Integration team to develop best practices and operating models for integration to enhance the client onboarding experience.

• Ensure integration of legacy businesses in the Group into the central onboarding process.

• Support other European offices when under resourced.

• Act as an escalation point for all onboarding related issues.

• Assist Heads of Onboarding in rolling out the Group onboarding procedure in all locations and business lines.

• Assist Heads of Onboarding in rolling out other onboarding initiatives as we streamline the process across the Group;

• Enhance reporting for deals onboarded in European locations for Group consumption;

Skills Required:

• The ideal candidate must have an excellent knowledge of funds industry and will have 5-10 years’ experience working on Hedge, Private Equity funds and other Apex Group products. Experience of different fund structures, domiciles and regulatory requirements is an advantage.

• Experience/knowledge of Corporate/Trust/Custody/Depository/AIFM services is an advantage.

• You should have strong attention to detail and excellent communication skills. The candidate must be able to work on their own initiative.

• Project management skills.

• Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other accounting or investor services systems an advantage but not a necessity.

• We are looking for a Client Onboarding Manager to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the fund administration company including Service Delivery teams, Technology, Product Management & Sales.

Performance

The successful candidate will be expected to work on his / her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency.

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.