Client Onboarding Support Senior Analyst- Senior Associate 2

Apexgroup Inc

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 who are not afraid of a challenge

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 who are not afraid of a challenge.
  • The role involves working on client 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 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, seeking bright, articulate, and numerate employees who are not afraid of a challenge.

Skills & Requirements

Must-have

  • Client Onboarding knowledge
  • Critical and objective thinking
  • Salesforce maintenance and reporting
  • Banking product deals
  • Internal stakeholder communication
  • Onboarding launches tracking

Nice-to-have

  • Positive disrupter
  • Industry-changing realities
  • Subject matter expert
  • Global change support

Key Requirements

  • 6-9 years in Client Onboarding
  • Investment banking or finance firm experience
  • Financial services sector knowledge
  • Graduate / Masters – Commerce /CA/MBA – Finance/CFA
  • Advanced proficiency in Micro-soft excel functions

Work Rights

Not specified

Tailored Resume

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