ppThe Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. /p pOur 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. /p pYour career with us should reflect your energy and passion. /p pThat’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. /p pTake 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. /p pFor our business, for clients, and for you /p h3Role /h3 pClient Onboarding Specialist /p h3Role Location /h3 pValencia (Spain) /p h3Reports to /h3 pRegional Head of Client Onboarding /p h3Employment Type /h3 pPermanent /p h3Role Summary /h3 pThis 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. /p h3Key responsibilities /h3 ul liSupporting the client onboarding process by coordinating the key steps to ensure a seamless transition from Sales to Business-As-Usual (BAU); /li liAct as a first point of contact for client queries relating to onboarding matters; /li liCoordinating client adoptions, account openings,



review of fund offering documentation and legal agreements, internal system set ups, and project planning; /li liAssisting in project coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology teams; /li liAs 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; /li liSupporting the drafting and review of client service agreements; /li liInteracting with the Legal Department on template management and control; /li liAssisting in the internal review process across different product and service lines within the fund administration, depository and other product lines; /li liProvide 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; /li liAssisting with the development and execution of ad hoc projects; /li liSupport the wider onboarding team where required. Will report to the Regional Head of Client Onboarding. /li /ul h3Required Skills /h3 ul liA degree, preferably in Law, Business, Finance or a related field; /li liA minimum of 1-3 years of experience within the investment funds industry; /li liUnderstanding of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage; /li liSome familiarity with fund structuring issues,



legal terminology and fund services agreements; /li liKnowledge on Client KYC requirements is an advantage; /li liBe highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business; /li liPossess team spirit and enthusiasm with the capacity to build strong client relationships; /li liClient facing experience; /li liProject management skills; /li liExcellent organisational, communication and interpersonal skills and a truly client servicing mindset; /li liProfessional level of English (spoken and written), every other language is an advantage. /li /ul h3What you will get in return /h3 ul liPrivate health insurance. /li liHybrid working model. /li li27 working days holiday + Public holidays /li liOpportunities for professional development. /li liProfessional Development (CPD) and Study Guidance programs /li liPositive and hospitable work environment. /li liOpportunity to work with a diverse, agile and general team. /li liExposure to all aspects of the business and cross-jurisdiction. /li liA genuinely unique opportunity to be part of an expanding large global business + more /li /ul pAt 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. /p pDisclaimer: 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. /p /p #J-18808-Ljbffr

📌 Client Onboarding Specialist (Valencia)
🏢 Apex Group
📍 Valencia