Valencia, Valencian Community, Spain · Hybrid
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 …
Skills: Client Onboarding, Project Management, Investment Funds Industry, KYC Requirements, Fund Structuring
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Coordinate the end-to-end client onboarding process to ensure a seamless transition from Sales to Business-As-Usual. Act as the primary point of contact for clients while collaborating with internal legal, compliance, and technology teams.
Requires a degree in Law, Business, or Finance and 1-3 years of experience in the investment funds industry. Candidates should possess strong project management skills and a professional level of English.
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
Role: Client Onboarding Specialist
Role Location: Valencia (Spain)
Reports to: Regional Head of Client Onboarding
Employment Type: Permanent
Role Summary:
This role supports the client onboarding function for the Jersey market, acting as a key point of coordination to ensure a seamless transition from Sales to Business-As-Usual. The Client Onboarding Specialist will manage onboarding activities end-to-end, working closely with internal stakeholders and clients to deliver efficient, compliant, and high-quality onboarding across Apex’s fund and related service lines.
Supporting the client onboarding process by coordinating the key steps to ensure a seamless transition from Sales to Business-As-Usual (BAU);
Act as a first point of contact for client queries relating to onboarding matters;
Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning;
Assisting in project coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology teams;
As part of the onboarding process, the candidate will be expected to provide regular status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress;
Supporting the drafting and review of client service agreements;
Interacting with the Legal Department on template management and control;
Assisting in the internal review process across different product and service lines within the fund administration, depository and other product lines;
Provide day to day client onboarding advice across all Apex Group business lines to best meet their business needs and maintaining good working relationships through active communication, facilitation and teamwork;
Assisting with the development and execution of ad hoc projects;
Support the wider onboarding team where required. Will report to the Regional Head of Client Onboarding.
A degree, preferably in Law, Business, Finance or a related field;
A minimum of 1-3 years of experience within the investment funds industry;
Understanding of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage;
Some familiarity with fund structuring issues, legal terminology and fund services agreements;
Knowledge on Client KYC requirements is an advantage;
Be 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;
Client facing experience;
Project management skills;
Excellent organisational, communication and interpersonal skills and a truly client servicing mindset;
Professional level of English (spoken and written), every other language is an advantage.
Private health insurance.
Hybrid working model.
27 working days holiday + Public holidays
Opportunities for professional development.
Professional Development (CPD) and Study Guidance programs
Positive and hospitable work environment.
Opportunity to work with a diverse, agile and global team.
Exposure to all aspects of the business and cross-jurisdiction.
A genuinely unique opportunity to be part of an expanding large global business + more
At Apex Group, we are committed to creating a diverse and inclusive workplace. In Spain, this includes our obligation under the LGD to ensure that people with disabilities are represented within our teams. If you have a recognised disability (≥33%), we welcome your application and will provide reasonable adjustments throughout the recruitment process.
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.
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and 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. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
Offices: 20 Reid Street, 3rd Floor, Williams House, Hamilton, P.O. Box 2460 HMJX HM12, BM
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