Project Manager – Client integrations

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Project Manager – Client integrations

Apply remote type Onsite locations Valencia time type Full time posted on Posted 5 Days Ago job requisition id JR-

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

The primary responsibilities of this position are :

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

Required Skills :

We are looking for a client onboarding specialist to work with a top tier financial services provider. This is a tremendous opportunity for someone who is looking to develop a career in the funds industry. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the Fund administration including Service Delivery teams, Compliance, Technology, Product Management & Sales.

Performance :

The successful candidate will be expected to work on his / her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency.

What you will get in return :

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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