Client Onboarding Manager

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

Main Responsibilities:

• Serve as the primary client contact throughout the onboarding process, ensuring a smooth transition from Sales to Launch.

• Be the initial point of contact for client issues related to onboarding matters.

• Coordinate client KYC, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning;

• Manage and coordinate internal functions to onboard new clients (launches and conversions), including Service Delivery, Sales, Legal, Compliance, and Implementation teams.

• Provide regular status updates to clients and internal parties as part of the onboarding process. Hold weekly project calls with stakeholders and maintain project plans to track progress.

• Assist in the initial drafting and coordinate review of client service agreements;

• Interact with the Legal Department on template management;

• Manage the internal review process across different product and service lines within the fund administration, depository and other product lines;

• Offer day-to-day onboarding advice across all Apex Group business lines to best meet their business needs, maintaining good working relationships through active communication, facilitation, and teamwork.

• Support the broader onboarding team as required.

• Report to the Regional Head of Client Onboarding.

Qualifications, Skills and Experience:

• Individual with a legal qualification to degree level;

• 3-5 years of experience within the investment funds industry;

• Knowledge of funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage.

• Comfortable and competent in different fund structures, domiciles and regulatory requirements is an advantage.

• Knowledge on Client KYC requirements is beneficial.

• 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;

• Experience in client-facing roles.

• Project management skills.

• Excellent organizational, communication, and interpersonal skills with a focus on client service.

• Professional proficiency in English (spoken and written), additional languages are an advantage.

• A legal qualification at degree level.

Role-Specific Competencies/Skills:

• Strong communication and analytical skills

• Project Management experience

• 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

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have five (5) days in office requirement

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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.