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 Specialist
On-site role
Role Location: Valencia, Spain
Department: Central Onboarding Team
Employment Type: Permanent, Full Time
The Role & Key Responsibilities:
The Client Onboarding Specialist will be responsible for the onboarding and integration of new Apex Group clients, predominantly in UK.
Key tasks will include coordination of client adoptions (KYC/AML), account openings, facilitating the review and negotiation of funds offering documentation and legal agreements, and project planning.
The Client Onboarding Specialist 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 Specialist 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 new business reports and other KPIs / management reports as required.
The Client Onboarding Specialist 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 workload requires
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
Daily interaction with Apex Group outsourced business support locations (India, Mauritius, Hungary, Bulgaria) to provide guidance, review, client-interface to progress project blockers and training as the role evolves.
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 experience working on Hedge, Private Equity funds and other Apex Group products. Experience of ACD, UK Depositary, UK corporate structures and UK regulatory/stock exchange requirements is an advantage as is knowledge of other fund domiciles, such as the Cayman Islands.
Experience/knowledge of Custody/Depositary/NAV calculation and Transfer Agency/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 and proactively drive all project workstreams forward to meet target launch dates.
Project management skills.
Knowledge of Salesforce, Project Management tools and other accounting or investor services systems is an advantage but not a necessity.
Professional level of English (spoken and written).
What you will get in return:
A genuinely unique opportunity to be part of an expanding large global business
Opportunities for personal and professional development
A multinational work environment with challenging tasks;
A competitive remuneration package.
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.
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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
