Client Onboarding Specialist

Apex Group; Maharashtra; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

Apex Group in India is seeking a Strategic Client Onboarding Specialist to lead documentation, process definition, and RFP response content for client onboarding and KYC. You will collaborate with SMEs across Legal, Business Development, and integration teams to ensure timely, accurate onboarding deliverables and maintain content libraries.

Strong English and client-service mindset are essential. The role demands proactive planning, excellent organizational skills, and the ability to manage

Qualifications

• Graduate / Masters – Commerce /CA/MBA – Finance/CFA
• 6-9 years in Client Onboarding in financial/fund services sector
• Excellent organisational, communication, and interpersonal skills with a focus on client service

Responsibilities

• Create, organize, manage, and maintain documentation related to client onboarding processes, procedures and policies
• Assist with creation of process charts and email templates for Client Onboarding
• Create and maintain the content Library for RFP responses for client Onboarding and KYC
• Review and customize RFP responses from the proposal content library
• Collaborate with subject matter experts (SMEs) including onboarding managers, business development, Legal, integration teams to articulate complex facets of products and services
• Ensure all aspects of the RFPs are completed on time and meet the necessary requirements
• Provide regular updates to Senior management on the progress
• Support the broader onboarding team as required.
• Report to the Regional Head of Client Onboarding.

Skills

Strong communication

Analytical skills

Attention to detail

Time management

Client service

Team spirit

Self-motivated

Project management

Punctuality

Education

Commerce/CA/MBA in Finance

Job description

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

POSITION: Strategic Client Onboarding Specialist

DEPARTMENT: Client Onboarding

LOCATION: India

Main Responsibilities:

• Creating, organizing, managing, and maintaining documentation related to client onboarding processes, procedures and policies
• Assist with creation of process charts and email templates for Client Onboarding
• Create and maintain the content Library for RFP responses for client Onboarding and KYC
• Review and customize RFP responses from the proposal content library
• Collaborate with subject matter experts (SMEs) including onboarding managers, business development, Legal, integration teams to articulate complex facets of products and services.
• Ensure all aspects of the RFPs are completed on time and meet the necessary requirements.
• Provide regular updates to Senior management on the progress
• Support the broader onboarding team as required.
• Report to the Regional Head of Client Onboarding.

Qualifications, Skills and Experience:

• Graduate / Masters – Commerce /CA/MBA – Finance/CFA
• Good knowledge of financial/fund services sector with 6-9 years in Client Onboarding
• 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 relationships.
• Project management skills.
• Excellent organisational, communication, and interpersonal skills with a focus on client service.
• Professional proficiency in English (spoken and written), additional languages are an advantage.

Role-Specific Competencies/Skills:

• Strong communication and analytical skills
• Accurate and acute attention to detail
• Uses discretion when dealing with sensitive and confidential information
• Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience
• Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly
• Self-motivated
• Punctuality