Client Onboarding Specialist

Client Onboarding Specialist – UK Assistant Vice President – Level 1 Role

Location: Pune, India

Reporting Line: Head of Global Onboarding Support Employment

Type: Permanent

About Apex:

The Apex Group is a global financial services provider with 13,000+ staff across 80+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.

Your main responsibilities:

• Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;

• Act as a first point of contact for UK and US clients relating to onboarding matters.

• 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, Fund Integration and Technology teams.

• As part of the onboarding process, the candidate will be expected to provide regular/weekly status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track the progress.

• Assist in the initial drafting and review of client master/service agreements.

• Interacting with the Legal Department on template management and control.

• Managing 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 maintain good working relationships through active communication, facilitation and teamwork.

• Develop processes, procedures, and checklists for the wider team, ensure that there is a good governance model in place across the team.

• Continuing to evolve the process, look for efficiencies and expand the remit of the team.

• Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines.

• Support the wider onboarding team and sub processes where required.

Your Skills:

• An individual with a bachelor/master’s degree qualification or equivalent.

• A minimum of 10-15 years of experience within the investment funds industry.

• A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage, Project management skills.

• Be comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements.

• Knowledge of Client KYC and Legal contract management 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.

• Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.

• Professional level of English (spoken and written), every other language is an advantage.

• Client facing experience is a must