Client Onboarding Specialist

The Apex Group

Pune, India
Client onboarding process management
Project management skills
Strong client relationships
The Apex Group is one of the world’s largest fund administration providers, focusing on client-centric solutions. The role involves acting as the key client contact during the onboarding process, ensuring a seamless transition from Sales to Business as Usual. Candidates will develop processes and maintain strong client relationships while managing multiple priorities in a fast-paced environment

Job Summary

  • The Apex Group is one of the world’s largest fund administration providers, focusing on client-centric solutions. The role involves acting as the key client contact during the onboarding process, ensuring a seamless transition from Sales to Business as Usual. Candidates will develop processes and maintain strong client relationships while managing multiple priorities in a fast-paced environment.

Matching Summary

The Apex Group is one of the world’s largest fund administration providers, focusing on client-centric solutions. The role involves acting as the key client contact during the onboarding process, ensuring a seamless transition from Sales to Business as Usual. Candidates will develop processes and maintain strong client relationships while managing multiple priorities in a fast-paced environment.

Skills & Requirements

Must-have

  • Client onboarding process management
  • Project management skills
  • Strong client relationships

Nice-to-have

  • Team spirit and enthusiasm
  • Ability to work semi-supervised
  • Good governance model development

Key Requirements

  • Bachelor/master’s degree qualification
  • 10-15 years of experience in investment funds
  • Knowledge of Client KYC and Legal contract management

Work Rights

Not specified

Tailored Resume

Cover Letter