Global Client Onboarding Specialist - On-site PM Lead

Apex Group Ltd (UK Branch); Valencia; Presencial; EUR 30.000 - 45.000; Jornada completa

Descripción de la vacante

A global financial services firm is seeking a Client Onboarding Specialist in Valencia. The role involves coordinating the onboarding process, ensuring seamless transitions for clients, and maintaining strong relationships through effective communication. Candidates should have a degree in Law, Business, or Finance, and ideally possess 1-3 years of experience in the investment funds industry alongside excellent organizational skills.

Servicios

Opportunities for personal and professional development

Multinational work environment

Formación

• 1-3 years of experience in the investment funds industry.
• Understanding of fund structures and regulatory requirements.
• Familiarity with fund structuring issues and legal terminology.

Responsabilidades

• Coordinate client onboarding for seamless transitions.
• Provide project updates and maintain communication.
• Draft and review client service agreements.

Conocimientos

Client facing experience

Project management skills

Excellent organisational skills

Professional level of English

Educación

Degree in Law, Business, Finance or related field

Descripción del empleo

A global financial services firm is seeking a Client Onboarding Specialist in Valencia. The role involves coordinating the onboarding process, ensuring seamless transitions for clients, and maintaining strong relationships through effective communication. Candidates should have a degree in Law, Business, or Finance, and ideally possess 1-3 years of experience in the investment funds industry alongside excellent organizational skills.