Client Onboarding Officer

Open Ended Funds Valencia, Spain


Description

Apex is looking for a Client Onboarding Officer to work with a top-tier financial services provider in Valencia, Spain. This is a permanent, full-time role that comes with an attractive salary and benefits package.

 

As a Client Onboarding Officer, you will be responsible for the onboarding and integration of new Apex clients. You will also coordinate internal functions to onboard new clients, including Service Delivery, Sales, Legal, Compliance, and Technology teams, to ensure all new launches and conversions are successfully project-managed.

 

In your first few weeks in this Client Onboarding role, you can expect to:

  • Provide regular status updates of onboardings and conversions to new clients
  • Participate in regional new business meetings and provide updates to senior management and client services teams on integration projects
  • Assist in the production of the new business report and other KPIs/management reports as required
  • 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.

 

To apply for this Client Onboarding Officer role, your soft skills, expertise and experience should include:

  • Good knowledge of the funds industry and experience working on Hedge, Private Equity funds and other Apex Group products
  • Experience of different fund structures, domiciles and regulatory requirements is an advantage
  • Excellent attention to detail and excellent communication skills.

 

Benefits - As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

 

To apply for this inclusive and collaborative full-time Client Onboarding Officer job in Valencia, please contact Apex today. We'd love to help you get your next role and enable you to fulfil your professional ambitions.

Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 13,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.