Client Onboarding Manager (Valencia)

Client Onboarding Manager (Valencia)

05 ago
|
Apex Group
|
Valencia

05 ago

Apex Group

Valencia

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
Department: Fund Administration
Employment Type: Permanent, Full Time





Role summary:
As a Client Onboarding Specialist manages the end-to-end onboarding of new clients from Sales handoff to BAU operations. You'll coordinate account openings, documentation reviews, legal agreements, and system setups while collaborating with cross-functional teams (Service Delivery, Legal, Compliance, Technology). The role includes project management, client communication, and providing onboarding expertise across all Apex Group business lines. Reports to the Regional Head of Client Onboarding.

Key responsibilities:
- 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 plan

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

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