Client Onboarding Specialist

theapexgroup; Pune District; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Apex Group is seeking a senior Client Onboarding Manager to act as the main client contact during onboarding, coordinating adoptions, account openings and legal agreements.

You will manage cross-functional teams, provide regular status updates to stakeholders, and help develop scalable onboarding processes while ensuring governance and strong client relationships across Apex Group's global client base.

Qualifications

• Bachelor’s or Master’s degree or equivalent.
• 10–15 years of experience in the investment funds industry.
• Strong project management skills coordinating cross-functional teams.
• Experience with fund structures, domiciles and regulatory requirements is a plus.

Responsibilities

• Act as the key client contact throughout onboarding from Sales to BAU.
• Coordinate client adoptions, account openings, and legal agreements.
• Lead project planning with Service Delivery, Sales, Legal, Compliance, Fund Integration and Tech.
• Provide weekly status updates to clients and stakeholders.
• Draft and review client master/service agreements.
• Engage with Legal on templates and contract management.
• Develop governance processes and checklists for the team.
• Evolve processes to improve efficiencies and expand team remit.
• Manage multiple changing priorities and deadlines.

Skills

Client onboarding

Project management

KYC knowledge

Legal contracts

Fund structures

Client relationships

English proficiency

Education

Bachelor's or Master's degree

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.

Your main responsibilities:

• Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;
• Act as a first point of contact for UK and US clients relating to onboarding matters.
• Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.
• Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, Fund Integration and Technology teams.
• As part of the onboarding process, the candidate will be expected to provide regular/weekly status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track the progress.
• Assist in the initial drafting and review of client master/service agreements.
• Interacting with the Legal Department on template management and control.
• Managing the internal review process across different product and service lines within the fund administration, depository and other product lines.
• Provide day-to-day client onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships through active communication, facilitation and teamwork.
• Develop processes, procedures, and checklists for the wider team, ensure that there is a good governance model in place across the team.
• Continuing to evolve the process, look for efficiencies and expand the remit of the team.
• Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines.
• Support the wider onboarding team and sub processes where required.

Your skills:

• An individual with a bachelor/master's degree qualification or equivalent.
• A minimum of 10-15 years of experience within the investment funds industry. - A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage, Project management skills.
• Be comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements.
• Knowledge of Client KYC and Legal contract management 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.
• Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.
• Professional level of English (spoken and written), every other language is an advantage.
• Client facing experience is a must.

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.