Client Onboarding Specialist

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

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.

Associate - Transaction Management Assistant

Spain, Valencia

Job Specification

• 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 new ad hoc projects.
• Support the wider onboarding team where required. Will report to the Regional Head of Client Onboarding.
• Management of at least one direct report, training and mentoring of staff.

Skills Required:

• A degree, preferably in Law, Business, Finance or a related field
• A minimum of 3-5 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:

• Opportunity To Work With A Diverse, Agile, And Global Team.

• A High Level Of Visibility Within A Large Organization On An Upwards Trajectory.

• The Ability To Contribute To The Refinement Of Processes To Drive Innovation And Have A Tangible Impact On The Business

• A Genuinely Unique Opportunity To Be Part Of An Expanding Large Global Business.

• Work For A Fast Developing And World-Leading Independent Financial Services Provider.

• Opportunities For Professional Development.

• Positive And Hospitable Work Environment.

• Exposure To All Aspects Of The Business, On A Cross-Jurisdictional Basis

Additional Information:

We Are An Equal Opportunity Employer And Ensure That No Applicant Is Subject To Less Favourable Treatment On The Grounds Of Gender, Gender Identity, Marital Status, Race, Colour, Nationality, Ethnicity, Age, Sexual Orientation, Socio-Economic, Responsibilities For Dependants, Physical Or Mental Disability. Any Hiring Decision Are Made On The Basis Of Skills, Qualifications And Experiences.

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.

For More Information On Our Commitment To Corporate Social Responsibility (Csr) Please Visit Https://Theapexgroup.Com/Csr-Policy/

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.