Client Onboarding Specialist

Apex Group

Pune, India
**
Client onboarding process management
Coordination of internal teams
Client communication and status updates
** Apex Group is seeking a Client Onboarding Specialist in Pune, India, to act as the main point of contact for UK and US clients during the onboarding process. The ideal candidate should have extensive experience in the investment funds industry, project management skills, and a strong client-facing background. **

Job Summary

  • Act as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU.
  • Coordinate client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.
  • Develop processes, procedures, and checklists for the wider team, ensure that there is a good governance model in place across the team.

Matching Summary

Match Score: 75

** Apex Group is seeking a Client Onboarding Specialist in Pune, India, to act as the main point of contact for UK and US clients during the onboarding process. The ideal candidate should have extensive experience in the investment funds industry, project management skills, and a strong client-facing background. **

Skills & Requirements

Must-have

  • Client onboarding process management
  • Coordination of internal teams
  • Client communication and status updates
  • Legal agreement review and drafting
  • Process development and governance

Nice-to-have

  • Client relationship building
  • Process efficiency improvements
  • Positive disruption and innovation

Key Requirements

  • Bachelor/Master’s degree or equivalent
  • 10-15 years of experience in investment funds
  • Client facing experience is a must

Work Rights

Not specified

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