Client Onboarding Manager

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Client Onboarding Manager (VP)

Role Location: Malta
Department: Onboarding

Employment Type: Permanent

We are currently looking for a Client Onboarding Manager in the European Client Onboarding Team. The role in this dynamic team will span all products offered by the Apex Group and will have global touch points both with clients and the Apex sales team.

Job Specification:

• Responsible for the onboarding and integration of new clients in Malta and other jurisdictions;

• acting as the key client contact throughout the onboarding process to ensure seamless transition to BAU;

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

• project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, and Technology teams;

• participating in regional new business meetings and provision of updates to senior management and client services teams;

• maintenance of Salesforce and production of the new business, management, and KPI reports;

• assisting with ad hoc projects as required.

• Training and mentoring of staff.

Skills Required:

• Bachelor / master's degree in accounting, finance, economics or any other related field;

• at least 3 years of relevant professional experience, preferably gained in Malta within the investment fund industry;

• knowledge on Client KYC requirements is an advantage including experience with Trust and nominee investors;

• client facing experience;

• good sense of teamwork as well as ability to work autonomously in a fast-paced work environment;

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

• committed to self-improvement;

• professional level of English (spoken and written)

• knowledge of Paxus, eFront or other fund accounting systems is of advantage.

What you will get in return:

• A high level of visibility within a large organisation on an upwards trajectory

• Be part of a dynamic and fast-paced team that makes a genuine impact on the success of the entire organisation;

• exposure to all aspects of the business, cross-jurisdiction;

• opportunity to work with a diverse, agile and global delivery team;

• a genuinely unique opportunity to be part of an expanding large global business;

• competitive remuneration in line with skills and experience;

• training and development opportunities.

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter, availability and salary’s expectations) to our dedicated email address: [email protected]

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.