Client Onboarding Support Analyst

Client Onboarding Support Analyst- Associate 2

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

About Apex

The Apex Group is a global financial services provider with over 13,000 staff across 50+ offices globally. We look to recruit bright, articulate, and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.   

Job Specification

• The Candidate should have good knowledge of the key steps to Onboard new clients.
• Salesforce maintenance and reporting. Working on banking related product deals and maintaining the clean pipeline by ensuring launches are validated, launched, or moved as per the expected timelines.
• The role also includes coordination of the various client acceptance stages as per Group standards.
• Effective communication within internal stakeholders on a daily/weekly reporting 
• Onboarding launches tracking and publishing weekly updates by ensuring all are duly updated before their go live as per the due dates.
• Work as a subject matter expert for the team and share the best practices.
• Attending weekly / daily huddles, team calls for the status updates.
• Support global changes in Key operating procedures and implementation

  Skills Required

• Experience working with an investment banking or finance-related firm.
• Good knowledge of financial services sector with 6-9 years in Client Onboarding
• Graduate / Masters – Commerce /CA/MBA – Finance/CFA • Proven client/business focused communication skills 
• Advanced proficiency in Micro-soft excel functions.
• Salesforce experience will be an added advantage.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business. 
• Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made based on skills, qualifications, and experiences. 

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https://theapexgroup.com/csr-policy/

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.

Experience Level

Mid Level