Client Onboarding Manager

Posted 44 Minutes Ago
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Hiring Remotely in Mriehel, Birkirkara, MLT
Remote
Mid level
Fintech • Payments • Financial Services
The Role
Manages onboarding and integration of new fund administration clients across jurisdictions, serving as the primary client contact through transition to business-as-usual operations. Coordinates account openings, documentation, legal agreements, system setup, launches, conversions, and cross-functional teams. Maintains Salesforce records, produces KPI and management reports, supports regional business meetings, and mentors staff.
Summary Generated by Built In

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 (VP) 
Role Location: Malta
Department: Onboarding
Employment Type: Permanent
 We are currently looking for a Client Onboarding Manager in the European Client Onboarding Team. The role in this dynamic team will span all products offered by the Apex Group and will have global touch points both with clients and the Apex sales team.
 Job Specification: 
  • Responsible for the onboarding and integration of new clients in Malta and other jurisdictions;
  • acting as the key client contact throughout the onboarding process to ensure seamless transition to BAU;
  • coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning;
  • project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, and Technology teams;
  • participating in regional new business meetings and provision of updates to senior management and client services teams;
  • maintenance of Salesforce and production of the new business, management, and KPI reports;
  • assisting with ad hoc projects as required.
  • Training and mentoring of staff.

Skills Required:
  • Bachelor / master's degree in accounting, finance, economics or any other related field;
  • at least 3 years of relevant professional experience, preferably gained in Malta within the investment fund industry;
  • knowledge on Client KYC requirements is an advantage including experience with Trust and nominee investors;
  • client facing experience;
  • good sense of teamwork as well as ability to work autonomously in a fast-paced work environment;
  • excellent organisational, communication and interpersonal skills and a truly client servicing mindset;
  • committed to self-improvement;
  • professional level of English (spoken and written)
  • knowledge of Paxus, eFront or other fund accounting systems is of advantage.
 
What you will get in return:
  • A high level of visibility within a large organisation on an upwards trajectory
  • Be part of a dynamic and fast-paced team that makes a genuine impact on the success of the entire organisation;
  • exposure to all aspects of the business, cross-jurisdiction;
  • opportunity to work with a diverse, agile and global delivery team;
  • a genuinely unique opportunity to be part of an expanding large global business;
  • competitive remuneration in line with skills and experience;
  • training and development opportunities.

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 our CSR policy.If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter, availability and salary’s expectations) to our dedicated email address: [email protected]

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.

Skills Required

  • Bachelor's or master's degree in accounting, finance, economics, or a related field
  • At least 3 years of relevant professional experience
  • Professional experience preferably gained in Malta within the investment fund industry
  • Knowledge of client KYC requirements, including Trust and nominee investors
  • Client-facing experience
  • Ability to work effectively in a team and autonomously in a fast-paced environment
  • Excellent organizational, communication, and interpersonal skills
  • Client servicing mindset
  • Professional-level English, spoken and written
  • Knowledge of Paxus, eFront, or other fund accounting systems

Apex Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.

  • Flexible Benefits Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
  • Wellbeing & Lifestyle Benefits Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
  • Retirement Support Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.

Apex Group Insights

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The Company
7,423 Employees
Year Founded: 2003

What We Do

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change

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