Client Onboarding Support Analyst- Associate 2

Apexgroup Inc

Pune, India
Client onboarding steps knowledge
Salesforce maintenance and reporting
Banking product deal management
The Apex Group is a global financial services provider with over 13,000 staff across 50+ offices globally, looking to recruit bright, articulate, and numerate employees

Job Summary

  • The Apex Group is a global financial services provider with over 13,000 staff across 50+ offices globally, looking to recruit bright, articulate, and numerate employees.
  • The role involves managing client onboarding, Salesforce maintenance, banking product deals, and coordinating client acceptance stages.
  • Apex offers a unique opportunity to be part of an expanding global business with exposure to all aspects of the business and senior management.

Matching Summary

The Apex Group is a global financial services provider with over 13,000 staff across 50+ offices globally, looking to recruit bright, articulate, and numerate employees.

Skills & Requirements

Must-have

  • Client Onboarding Steps Knowledge
  • Salesforce Maintenance and Reporting
  • Banking Product Deal Management
  • Internal Stakeholder Communication
  • Onboarding Launches Tracking

Nice-to-have

  • Positive Disrupter Mindset
  • Subject Matter Expert
  • Global Change Implementation

Key Requirements

  • 6-9 years in Client Onboarding
  • Graduate/Masters in Commerce/CA/MBA Finance/CFA
  • Investment banking or finance-related firm experience
  • Advanced Microsoft Excel proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter