Client Onboarding Specialist

Wealth Enhancement Group; Valencia; Presencial; EUR 28.000 - 40.000; Jornada completa

Descripción de la vacante

Join a leading global provider in fund administration as a Client Onboarding Specialist. You'll support clients through seamless onboarding processes, coordinate with internal teams, and ensure excellent client service. Ideal for those with a degree in Business or related fields and 1-3 years of experience in the investment funds sector.

Servicios

Opportunities for personal and professional development

Competitive remuneration package

Multinational work environment with challenging tasks

Formación

• 1-3 years of experience in the investment funds industry.
• Understanding of funds industry, structures, domiciles, and regulations is an advantage.
• Professional-level English; additional languages are a plus.

Responsabilidades

• Supporting the client onboarding process and coordinating key steps.
• Act as first point of contact for client queries.
• Providing onboarding advice and maintaining client relationships.

Conocimientos

Client KYC requirements

Organizational skills

Interpersonal skills

Communication skills

Teamwork

Client relationship building

Motivation

Educación

Degree in Law, Business, Finance or related field

Descripción del empleo

Join to apply for the Client Onboarding Specialist role at Apex Group Ltd.

1 week ago Be among the first 25 applicants

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

Job Description

Functional Title : Client Onboarding Specialist

Reports to : Regional Head of Client Onboarding

On-site role

Outline of position

The primary responsibilities of this position are:

1. Supporting the client onboarding process by coordinating the key steps to ensure a seamless transition from Sales to Business-As-Usual (BAU);
2. Act as a first point of contact for client queries relating to onboarding matters;
3. Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning;
4. Assisting in project coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology teams;
5. Providing regular status updates to clients and internal stakeholders, holding weekly project calls, and maintaining project plans to track progress;
6. Supporting the drafting and review of client service agreements;
7. Interacting with the Legal Department on template management and control;
8. Assisting in the internal review process across product and service lines within fund administration, depository, and other areas;
9. 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;
10. Supporting the development and execution of ad hoc projects;
11. Supporting the wider onboarding team as required. Reports to the Regional Head of Client Onboarding.

Required Skills

1. A degree, preferably in Law, Business, Finance, or a related field;
2. 1-3 years of experience in the investment funds industry;
3. Understanding of the funds industry, fund structures, domiciles, and regulations is an advantage;
4. Familiarity with fund structuring issues, legal terminology, and fund service agreements;
5. Knowledge of Client KYC requirements is an advantage;
6. Highly motivated, self-starter capable of working semi-supervised in a fast-paced environment;
7. Strong team spirit, enthusiasm, and ability to build client relationships;
8. Client-facing experience;
9. Excellent organizational, communication, and interpersonal skills, with a client servicing mindset;
10. Professional-level English (spoken and written); additional languages are a plus.

What you will get in return :

• A unique opportunity to be part of a large, expanding 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 engages directly with exclusive recruitment partners when needed.

Seniority level: Entry level

Employment type: Full-time

Job function: Human Resources

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