Client Onboarding Specialist

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: 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;

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;
-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;
-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.
-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.
Contrato: Indefinido
Jornada: Completa

14-11-2025

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