Client Onboarding Officer

Información:

Valencia (Valencia/València)
Empresa: Apex Group
Descripción: 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 ...
Requisitos: Client Onboarding Officer

Role Location: Valencia, Spain

Department: Fund Administration

Employment Type: Permanent, Full Time

Reporting Line: Regional Head of Client Onboarding KYC - Channel Islands

The Role Key Responsibilities:

-The Client Onboarding Officer 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 Officer 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 Officer 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 Officer 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;
Contrato: Indefinido
Jornada: Completa

14-11-2025

Un momento...