Client Onboarding Officer

Apex Group

  • Valencia
  • Permanente
  • Tiempo completo
  • Hace 14 días
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 youClient Onboarding OfficerRole Location: Valencia, Spain
Department: Fund Administration
Employment Type: Permanent, Full Time
Reporting Line: Regional Head of Client Onboarding & KYC – Channel IslandsThe Role & Key Responsibilities:
  • The Client Onboarding Officer will be responsible for the onboarding and
integration of new Apex Group clients in Jersey.
  • Key tasks will include coordination of client adoptions (KYC/AML), account
openings, review and negotiation of funds offering documentation and legal
agreements, internal system set ups, and project planning.
  • The Client Onboarding Officer will be expected to coordinate internal functions to
onboard new clients including Service Delivery Teams, Sales, Legal, Compliance,
and Technology teams to ensure all new launches and conversions are
successfully project managed.
  • As part of the integration process, the candidate will be expected to provide
regular status updates of onboardings and conversions to new clients. Weekly
project calls should be held with stakeholders and project plans should be
maintained to track progress.
  • The Client Onboarding Officer will participate in regional new business meetings
and provide updates to senior management and client services teams on
integration projects they have been assigned. The candidate will also assist in the
production of the new business report and other KPIs / management reports as
required.
  • The Client Onboarding Officer will work with the Integration team to develop best
practices and operating models for integration to enhance the client onboarding
experience.
  • Ensure integration of legacy businesses in the Group into the central onboarding
process.
  • Support other European offices when under resourced.
  • Act as an escalation point for all onboarding related issues.
  • Assist Heads of Onboarding in rolling out the Group onboarding procedure in all
locations and business lines.
  • Assist Heads of Onboarding in rolling out other onboarding initiatives as we
streamline the process across the Group;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.

Apex Group