Client Onboarding Support Analyst

Apex Group

6-9 years client onboarding experience
Investment banking or finance firm background
Advanced microsoft excel proficiency
The role involves managing the end-to-end onboarding process for new clients while clearing work queues pushed from Sales

Job Summary

  • The role involves managing the end-to-end onboarding process for new clients while clearing work queues pushed from Sales.
  • Candidates will be responsible for maintaining clean pipelines by validating launches and ensuring they meet expected timelines.
  • The position offers exposure to cross-jurisdictional operations and direct interaction with senior management within a global business.

Matching Summary

The role involves managing the end-to-end onboarding process for new clients while clearing work queues pushed from Sales.

Skills & Requirements

Must-have

  • 6-9 years Client Onboarding experience
  • Investment banking or finance firm background
  • Advanced Microsoft Excel proficiency
  • Knowledge of financial services sector
  • Salesforce maintenance and reporting skills

Nice-to-have

  • Critical and objective thinking ability
  • Subject matter expert mindset
  • Strong internal stakeholder communication
  • Experience with global operating procedures

Key Requirements

  • Graduate/Masters in Commerce/CA/MBA Finance/CFA
  • 6-9 years of specific Client Onboarding experience
  • Experience in investment banking or finance-related firms

Work Rights

Not specified

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