Senior Analyst, Client Onboarding

You can find out more about this in ourSenior Analyst, Client Onboarding page is loaded## Senior Analyst, Client Onboardinglocations : George Town, Citrus Grove POBox 492time type : Full timeposted on : Posted Yesterdayjob requisition id : JR- 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

• The Role & Key Responsibilities :
• Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;
• Act as a first point of contact for client issues relating to onboarding matters.
• Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.
• Project management and coordination of internal functions to onboard new clients (launches and conversions) 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.
• Assist in the initial drafting and review of client service agreements.
• Interacting with the Legal Department on template management and control.
• Managing the internal review process across different product and service lines within the fund administration, corporate services, 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 maintain good working relationships through active communication, facilitation and teamwork.
• Strong project management skills and the ability to proactively manage multiple / changing priorities and deadlines.
• Support the wider onboarding team and sub processes where required.
• Qualifications & Experience :
• An individual with a bachelor / master’s degree qualification or equivalent.
• A minimum of 3-5 years of experience within the investment funds industry.
• A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage, Project management skills.
• Be comfortable / competent in dealing with fund structuring issues, legal terminology, and fund services agreements.
• Knowledge of Client KYC and Legal contract management is an advantage.
• Knowledge of Cayman registered office services related to entity formation, beneficial ownership and foreign company registration as well as AML / MLRO for Cayman Islands is a strong 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.
• Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.
• Professional level of English (spoken and written), every other language is an advantage.
• Client facing experience is a
• must.
• We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have five (5) days in office requirement.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.#LI-JS1Disclaimer : 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.
• About Apex Group
• We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in 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. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.

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