Strategic Client Onboarding -senior Analyst

Apex Group

Valencia, Spain
6-9 years in client onboarding
Financial/fund services sector knowledge
Process chart creation and maintenance
The role involves creating, organizing, and maintaining documentation related to client onboarding processes and policies

Job Summary

  • The role involves creating, organizing, and maintaining documentation related to client onboarding processes and policies.
  • Candidates will collaborate with subject matter experts to articulate complex facets of products and services during RFP responses.
  • The position reports to the Regional Head of Client Onboarding within a global fund administration firm.

Matching Summary

The role involves creating, organizing, and maintaining documentation related to client onboarding processes and policies.

Skills & Requirements

Must-have

  • 6-9 years in Client Onboarding
  • Financial/fund services sector knowledge
  • Process chart creation and maintenance
  • RFP response customization skills
  • Project management capabilities

Nice-to-have

  • Team spirit and enthusiasm
  • Ability to work semi-supervised
  • Strong relationship building capacity
  • Additional language proficiency
  • Adaptability to dynamic business

Key Requirements

  • Graduate/Masters in Commerce/CA/MBA/Finance/CFA
  • 6-9 years experience in Client Onboarding
  • Professional proficiency in English

Work Rights

Not specified

Tailored Resume

Cover Letter