Client Operations Associate

CO_AFATI Apex Fund Services LLP; Maharashtra; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Apex Group is seeking a dedicated Client Operations professional in Maharashtra to support daily client services, onboarding, data requests and report generation, ensuring smooth delivery of solutions.

You will collaborate with data vendors and internal teams, resolve issues, and contribute to process improvements in a fast-paced asset servicing environment.

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 Client Operations is responsible for managing the daily operations that directly affect client services and satisfaction.

This function involves providing client support, ensuring the seamless delivery of products and services, addressing any issues that may arise, and continuously improving processes to enhance efficiency and deliver better outcomes for clients.

Responsibilities

• Production Oversight Monitoring and directly resolving production issues.
• Curation of Asset Master data warehouse.
• Collaborate with counterparties such data vendors and administrators.
• Continuous improvement of documentation related to production processes and procedures.
• Client liaison Engage regularly with clients for onboarding, data requests and report generation.
• Support clients and partners resolve technical or process-related queries.

Skills Required

• Good understanding of Fund Compliance, Regulatory Reporting or Investment Risk.
• Basic understanding of various asset classes – F&O, Fwds, OTCs, Swaps, Structured products.
• Desirable experience with Bloomberg and/or other market data platforms.
• Desirable previous exposure to Client Service roles.
• Strong Written and verbal communication skills.
• Dedication to work as team and deliver timely results.

Candidates should be flexible to work in shifts if required.

Team player.

A positive and responsible work ethic.

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.

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