Client Onboarding Specialist - Fund Administration

Onboarding Support

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

Onboarding Delivery & Coordination

• Execute the end-to-end onboarding process for new clients, as well as new fund launches and projects for existing clients.
• Perform onboarding activities, including data collection, validation, system setup, and configuration.
• Ensure onboarding requirements are completed accurately and within agreed timelines.
• Identify and directly resolve issues during onboarding, escalating where necessary.
• Work closely with internal teams (e.g. Product, Technology, Operations) to ensure successful implementation.
• Maintain and continuously improve onboarding documentation, processes, and checklists.

• Act as the primary point of contact for clients throughout onboarding and subsequent launches.
• Guide clients through onboarding requirements and ensure timely provision of required data and documentation.
• Support clients and partners in resolving onboarding, technical, or process-related queries.
• Maintain ongoing relationships with clients to support additional fund launches and related projects over time.

Skills Required:

• Good understanding of Fund Compliance, Regulatory Reporting or Investment Risk.

• Basic understanding of various asset classes – F&O, Fwds, OTCs, Swaps, Structured products.

• Desirable experience with Bloomberg and/or other market data platforms.

• Desirable previous exposure to Client Service roles.

• Strong Written and verbal communication skills.

• Dedication to work as team and deliver timely results.

• Candidates should be flexible to work in shifts if required.

• Team player.

• A positive and responsible work ethic.

Qualification and Experience:

• Fluent in English.

• Postgraduate in commerce, MBA Finance, CA/CMA/CFA or similar.

• 2+ years of Investment Operations / Risk Management experience.

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