Client Onboarding Specialist

Apex group; Valencia; Presencial; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

An established industry player is seeking a Client Onboarding Specialist to enhance client relationships and streamline onboarding processes. This dynamic role involves coordinating client adoptions, managing documentation, and ensuring a smooth transition from sales to business-as-usual operations. The ideal candidate will possess strong communication and organizational skills, along with a degree in Law, Business, or Finance. Join a global team dedicated to driving innovation and client satisfaction, where your contributions will be valued and recognized in a supportive work environment.

Servicios

Opportunities for personal and professional development

Multinational work environment

Competitive remuneration package

Formación

• 1-3 years of experience in the investment funds industry.
• Understanding of fund structures and regulations is advantageous.
• Professional level of English required; additional languages are a plus.

Responsabilidades

• Coordinate client onboarding processes for seamless transitions.
• Act as the first point of contact for client queries.
• Maintain communication with clients and internal stakeholders.

Conocimientos

Client KYC requirements

Legal terminology

Client relationship building

Organizational skills

Communication skills

Interpersonal skills

Educación

Degree in Law

Degree in Business

Degree in Finance

Descripción del empleo

Client Onboarding Specialist page is loaded

Client Onboarding Specialist

Apply locations : Valencia, Mediterraneo | Time type : Full time | Posted on : Posted Today | Job requisition id : JR-0011543

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

Functional Title : Client Onboarding Specialist

Reports to : Regional Head of Client Onboarding

Position Overview

The primary responsibilities of this position are :

• Supporting the client onboarding process by coordinating the key steps to ensure a seamless transition from Sales to Business-As-Usual (BAU);
• Acting as a first point of contact for client queries related to onboarding;
• Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system setups, and project planning;
• Assisting in project coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology;
• Providing regular status updates to clients and internal stakeholders, holding weekly project calls, and maintaining project plans;
• Supporting the drafting and review of client service agreements;
• Interacting with the Legal Department on template management and control;
• Assisting in internal review processes across product and service lines;
• Providing day-to-day onboarding advice across all Apex Group business lines to meet client needs and maintain good relationships through active communication and teamwork;
• Supporting the development and execution of ad hoc projects;
• Supporting the wider onboarding team as required. Reports to the Regional Head of Client Onboarding.

Required Skills

• A degree, preferably in Law, Business, Finance, or a related field;
• 1-3 years of experience within the investment funds industry;
• Understanding of the funds industry, fund structures, domiciles, and regulations is an advantage;
• Familiarity with fund structuring issues, legal terminology, and fund service agreements;
• Knowledge of Client KYC requirements is an advantage;
• Highly motivated, self-starter, able to work semi-autonomously in a fast-paced environment;
• Strong team spirit and enthusiasm, with the ability to build client relationships;
• Client-facing experience;
• Excellent organizational, communication, and interpersonal skills, with a client servicing mindset;
• Professional level of English (spoken and written); additional languages are a plus.

What You Will Get in Return :

• A unique opportunity to be part of a growing 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 by recruitment agencies will not be accepted. Apex operates a direct sourcing model and will engage directly with our exclusive recruitment partners when agency assistance is required.

Our Story

About Apex Group

We are dedicated to driving positive change in financial services and supporting asset managers, financial institutions, and family offices. Established in Bermuda in 2003, we have continually disrupted the industry through innovation and talent. Today, we lead in asset servicing with a unique platform supporting the entire value chain, leveraging innovative technology, and delivering cross-jurisdictional expertise with a team of over 13,000 professionals.

We are a people-powered business, driven by ambition. We aim to lead the new era of data and tech-enabled service, bringing new products to market, enhancing client focus, and disrupting the market to exceed expectations. We focus on making a positive impact on our people, society, and the environment.

Working at Apex

Prepare to accelerate.

As a global, expanding business, we offer opportunities for growth. Your efforts will be recognized and rewarded, helping you advance faster.

Positive change starts with you.

We encourage exploration and innovation, providing support through challenging projects, vibrant networks, and approachable leadership to help you thrive.

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