Client Onboarding Support Specialist

CO_AFATI Apex Fund Services LLP; Pune District; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Apex Group in Pune is seeking an experienced Assistant Vice President - Global Client Onboarding Support Level 1 Reporting to strengthen internal stakeholder relationships, guide onboarding across business lines, and support governance and KPI reporting.

The role requires 9–12+ years of Client Onboarding/KYC experience, strong communication, and leadership. You will mentor analysts, manage workflows, and contribute to process improvements with Salesforce and governance practices.

Qualifications

• 9–12+ years in Client Onboarding/KYC.
• Knowledge of funds industry, regulatory requirements, fund structures.

Responsibilities

• Establish and drive relationships with internal stakeholders across the business.
• Provide onboarding guidance across lines to meet business needs and maintain strong working relationships.
• Participate as end user in Salesforce development/improvement projects.
• Lead daily workflows, monitor SLAs, and report KPIs to management.
• Develop processes and governance for the wider team and ensure timely reporting.

Skills

Client onboarding

KYC

Stakeholder management

Analytical thinking

Communication skills

Excel/PowerPoint

Team management

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.

Assistant Vice President - Global Client Onboarding Support Level 1 Reporting

The position reports to the Vice President of Global Client Onboarding Support.

Job Specification

Establish and drive strong relationships with internal stakeholders from across the business, maintain regular contact and reporting to ensure that satisfaction levels are high.

Provide client onboarding advice across all the business lines to best meet their business needs and maintain good working relationships through active communication, facilitation and teamwork.

Participate as end user in Salesforce’s development/improvement projects.

Support the wider global support team where required and provide technical guidance to junior analysts in their assigned job duties and ensure the team are kept up to date with changes to the Company Applications.

Planning, scheduling, and managing the daily workflows of all deliverables within the team, monitor internal SLAs, provide regular KPI reports to the management.

Develop processes, procedures, and checklists for the wider team, ensure that there is a good governance model in place across the team.

Follow Company procedures and ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner.

Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines and continue to evolve the process.

Ensure that the team has the right resources available and effective RU (Resource Utilization) model is in place and, look for efficiencies and expand the remit of the team.

Strong presentation and leadership skills required with front-line supervisor development.

Must possess critical thinking, analytical and problem-solving skills to be used in operational planning and evaluation.

Conduct daily/weekly team huddles to ensure priority workflow follows.

Monitor and highlight user performance, productivity and quality issues.

Skills Required

• Good knowledge of the financial services industry with minimum 9-12 + years’ experience within Client Onboarding/KYC.
• A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements.
• High attention to detail, accuracy, analytical, technical, organizational, and problem-solving skills.
• Proactive and have the knowledge and skills to use own initiative in handling client’s queries and elevate to management when required.
• Excellent communication and inter-personal skills.
• Advanced proficiency in Micro-soft excel / power point etc.
• Work additional hours as needed.
• Team management experience.

What you will get in return

• A genuinely unique opportunity to be part of an expanding large global business.
• Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us