Client Onboarding Specialist

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Client Onboarding Specialist

Apply locations Valencia time type Full time posted on Posted Yesterday job requisition id JR-

The Apex Group is now one of the world’s largest single-source financial solutions provider, dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.

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.

Position : Client Onboarding Specialist

Department : OnboardingDepartment

Reports to : Onboarding Manager

Purpose of the role :

FundRock Management Company (Ireland). (“FRMC”) is a leading independent third party Fund Management Company providing management company services primarily to Irish domiciled collective investment schemes in accordance with the respective regulations. FRMC provides substance through solid risk management, oversight, compliance, as well as through the comprehensive knowledge of its strong team. The firm’s multinational team speaks over 20 languages and is well placed to support asset managers across borders with local market insight and global connectivity. Due to the expansion of the company, we have an opportunity for aClient Onboarding Specialistto join our team.

As aClient Onboarding Specialist you will work as part of a fast paced and growing team. You will support the team in meeting its objectives. This role requires you to maintain a strong relationship with all relevant stakeholders, internally and externally together with our services providers, ensuring market leading service to our clients.

The role will allow you to establish and develop solid working relationships with clients and internal teams which you can leverage throughout your career.

The Role :

The Client Onboarding team is responsible for managing fund events and oversees several million in assets transferring / launching into the business acting as main co-ordinator between internal Fundrock parties, external clients and legal counsel to facilitate the project management of, but not excluded to :

Fund launches for new and existing clients

Fund transitions from other administrators and custodians

Re-domicile events resulting in new fund launches

Restructures, mergers and schemes of amalgamation resulting in new funds

Fund closures & liquidations

You will be part of a team that actively manages the new business process and collates feedback from operations right through to sales and relationship management teams; coordinates and assists in the completion of all facets of the project including legaldocument review, IT set up, RMP production, pipeline / capacity management, participate in opportunity review forums, monitor project risk, navigate issues throughout the project and ensure proper escalation to senior management where needed.

The key responsibilities of the role include :

Co-ordinate fund launches and transitions with the internal teams, client, relationship managers and relevant additional parties.

The project manager is the key point of contact with the client for the duration of the project, along with the relationship manager.

Scope the project and critical path with client and relevant administrator.

Create and maintain project plans.

Chair project meetings and document actions / updates.

Ensure internal teams respect the SLA on returns.

Actively manage the project process, including the circulation of all details to the operational teams and any third parties with the monitoring of replies via the tracker.

Report and escalate to senior management on any risks and critical tasks from plans that are outstanding, e.g. SLD’s, fees, legal agreements.

Following and enhancing procedures to ensure funds are taken on in a timely and risk-controlled fashion

Ensure clear communication to internal departments legal, risk, compliance finance, central administration, depositary, distribution operations etc as well as clients and external parties.

Coordinate initial due diligence on delegates and work with internal stake holders to ensure no risks to FRMC.

Participate in client pitches when required developing strong relationships with the sales team.

Ensure appropriate document sign off is obtained

Requirements :

3+ years Fundonboardingexperience;

Excellent client service skills, client focused and delivers work to an exceptionally high standard;

Knowledge ofregulated fund structures essential with preference for Luxembourg and IrishUCITS and AIF Fund structuresadvantageous;

Thorough understanding of Management Company / AIFM structures required.

Project management skills essential along with ability to run simultaneous projects;

Proven self-starter with the ability to work independently while supporting the overall goals of the team;

Strong interpersonal and written communication skills, and competent in dealing with Senior project sponsors;

Results driven and proactive in problem solving;

Proven analytical thinking

Concern for quality

In-depth knowledge of Excel / Word / PowerPoint

Coordinate launch implementation within the FRMC teams and ensure SLAs are in place.

Keep up to date with regulatory change and advise internal teams accordingly if they will affect FRMC

What you will get in return :

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

Working with a strong and dynamic team

Training and development opportunities

Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

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.

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We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.

Working at Apex

Prepare to accelerate.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

Positive change starts with you.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own.

When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

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