Client Onboarding Support Specialist

Apex Group Ltd; Pune District; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Apex Group Ltd is seeking an experienced leader for Global Client Onboarding Support. The role focuses on building strong relationships with internal stakeholders, delivering onboarding guidance across business lines, and participating in Salesforce improvements.

You will mentor junior analysts and optimize team performance through governance and efficient processes. The ideal candidate has 9–12+ years in Client Onboarding/KYC within financial services, with excellent communication and

Qualifications

• Experience in the financial services industry, especially client onboarding/KYC.
• Strong communication and interpersonal skills.
• Excellent attention to detail and analytical mindset.
• Proven ability to manage a team and drive processes.

Responsibilities

• Establish and drive relationships with internal stakeholders across the business and maintain regular reporting.
• Provide onboarding advice across business lines to meet client needs and maintain strong relations.
• Participate as end user in Salesforce development/improvement projects.
• Guide junior analysts and ensure the team is up to date with Company Applications changes.
• Plan, schedule, and manage daily workflows; monitor SLAs and produce KPI reports.
• Develop processes and governance for the wider team.

Skills

Client onboarding

KYC

Team management

Communication

Analytical thinking

Attention to detail

Microsoft Excel

PowerPoint

Tools

Microsoft Excel

PowerPoint

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, provider 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.

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.