Client Onboarding Support Senior Analyst- Senior Associate 2
Apex Group
Pune, India
Client onboarding knowledge
Critical and objective thinking
Salesforce maintenance and reporting
The Apex Group is a global financial services provider with over 13,000 staff across 50+ offices globally, seeking 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, seeking bright, articulate, and numerate employees.
The role involves working on onboarding opportunities, 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 senior management and cross-jurisdictional work.
Matching Summary
The Apex Group is a global financial services provider with over 13,000 staff across 50+ offices globally, seeking bright, articulate, and numerate employees.
Skills & Requirements
Must-have
Client Onboarding knowledge
Critical and objective thinking
Salesforce maintenance and reporting
Banking product deal management
Internal stakeholder communication
Onboarding launches tracking
Subject matter expert for team
Nice-to-have
Positive disrupter
Industry-changing realities
Global platform to thrive
Positive impact on people and planet
Key Requirements
6-9 years in Client Onboarding
Graduate/Masters in Commerce/CA/MBA Finance/CFA
Investment banking or finance-related firm experience