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

Role: Client Onboarding Specialist

Role Location: Valencia, Spain Department: Fund Administration Employment Type: Permanent, Full Time

Role summary:

As a Client Onboarding Specialist manages the end-to-end onboarding of new clients from Sales handoff to BAU operations. You'll coordinate account openings, documentation reviews, legal agreements, and system setups while collaborating with cross-functional teams (Service Delivery, Legal, Compliance, Technology). The role includes project management, client communication, and providing onboarding expertise across all Apex Group business lines. Reports to the Regional Head of Client Onboarding.

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.
Fluent English (spoken and written) is essential.
Additional language skills are advantageous, with German being particularly beneficial.

What you will get in return:

Private health insurance.
Performance Bonus.
Award System.
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.

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.

About Apex Group

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. 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. Find out more about us

Client Onboarding Specialist