Client Onboarding Specialist

Role: Client Onboarding Specialist
Role Location: Valencia (Spain)
Reports to:  Regional Head of Client Onboarding

Employment Type: Permanent

Role Summary:
This role supports the client onboarding function for the Jersey market, acting as a key point of coordination to ensure a seamless transition from Sales to Business-As-Usual. The Client Onboarding Specialist will manage onboarding activities end-to-end, working closely with internal stakeholders and clients to deliver efficient, compliant, and high-quality onboarding across Apex’s fund and related service lines.

Key responsibilities:

• Supporting the client onboarding process by coordinating the key steps to ensure a seamless transition from Sales to Business-As-Usual (BAU);

• Act as a first point of contact for client queries relating to onboarding matters;

• Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning;

• Assisting in project coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology teams;

• As part of the onboarding process, the candidate will be expected to provide regular status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress;

• Supporting the drafting and review of client service agreements;

• Interacting with the Legal Department on template management and control;

• Assisting in the internal review process across different product and service lines within the fund administration, depository and other product lines;

• Provide day to day client onboarding advice across all Apex Group business lines to best meet their business needs and maintaining good working relationships through active communication, facilitation and teamwork;

• Assisting with the development and execution of ad hoc projects;

• Support the wider onboarding team where required. Will report to the Regional Head of Client Onboarding.

Required Skills:

• A degree, preferably in Law, Business, Finance or a related field;

• A minimum of 1-3 years of experience within the investment funds industry;

• Understanding of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage;

• Some familiarity with fund structuring issues, legal terminology and fund services agreements;

• Knowledge on Client KYC requirements is an advantage;

• Be highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business;

• Possess team spirit and enthusiasm with the capacity to build strong client relationships;

• Client facing experience;

• Project management skills;

• Excellent organisational, communication and interpersonal skills and a truly client servicing mindset;

• Professional level of English (spoken and written), every other language is an advantage.

What you will get in return:

• Private health insurance.

• Hybrid working model.

• 27 working days holiday + Public holidays

• Opportunities for professional development.

• Professional Development (CPD) and Study Guidance programs

• Positive and hospitable work environment.

• Opportunity to work with a diverse, agile and global team.

• Exposure to all aspects of the business and cross-jurisdiction.

• A genuinely unique opportunity to be part of an expanding large global business + more

At Apex Group, we are committed to creating a diverse and inclusive workplace. In Spain, this includes our obligation under the LGD to ensure that people with disabilities are represented within our teams. If you have a recognised disability (≥33%), we welcome your application and will provide reasonable adjustments throughout the recruitment process.