Project Manager - Client integrations

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

Descripción de la vacante

A leading fund administration company in Valencia is seeking a candidate for a Client Onboarding Specialist role. The successful candidate will support the client onboarding process, interact with various internal teams, and maintain relationships with clients. A degree in a relevant field and 1-3 years of experience in the investment funds industry are required. Strong communication skills and a professional level of English are essential. Competitive salary and professional development opportunities offered.

Servicios

Opportunities for professional development

Competitive market adjusted salary

Friendly work atmosphere

Formación

• 1-3 years of experience within the investment funds industry.
• Understanding of the funds industry, experience of different fund structures.
• High professional level of English, every other language is a plus.

Responsabilidades

• Coordinate client onboarding process for seamless transitions.
• Act as a point of contact for client queries relating to onboarding.
• Provide regular updates during onboarding to clients and stakeholders.

Conocimientos

Client facing experience

Project management skills

Excellent organisational skills

Communication skills

Interpersonal skills

Self-motivated

Team spirit

Educación

Degree in Law, Business, Finance or related field

Descripción del empleo

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.

Responsibilities

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

Required Skills

• A degree, preferably in Law, Business, Finance or a related field
• A minimum of 1-3 years of experience within the investment funds industry
• Understanding of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage
• Some familiarity with fund structuring issues, legal terminology and fund services agreements
• Knowledge on Client KYC requirements 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
• Client facing experience
• Project management skills
• Excellent organisational, communication and interpersonal skills and a truly client servicing mindset
• Professional level of English (spoken and written), every other language is an advantage

Performance

The successful candidate will be expected to work on his / her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency.

What you will get in return

• High visibility within a large organization on an upward trajectory
• Friendly work atmosphere and positive multi-international environment
• Opportunity to communicate with (native) English speaking colleagues and clients daily
• The chance to work for a rapidly developing company, one of the world’s leading independent fund administrators
• Opportunities for professional development
• Competitive market adjusted salary

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.