Client Onboarding Officer

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 Officer
Role Location: Valencia, Spain
Department: Onboarding
Employment Type: Permanent
Reporting Line: Regional Head of Client Onboarding & KYC – Channel Islands

Role Summary:

As a Client Onboarding Officer, you will lead and coordinate the smooth onboarding of new Apex clients, managing KYC/AML checks, documentation, and project plans. Working closely with internal teams across Service Delivery, Legal, Compliance, Technology, and Sales, they ensure all new launches run efficiently. The role includes providing regular progress updates, supporting reporting and helping implement consistent onboarding processes across regions.

The Role & Key Responsibilities:

• The Client Onboarding Officer will be responsible for the onboarding and integration of new Apex Group clients in Jersey.

• Key tasks will include coordination of client adoptions (KYC/AML), review and negotiation of funds offering documentation and legal agreements, internal system set ups, and project planning.

• Coordinating internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.

• The Client Onboarding Officer will participate in regional new business meetings and provide updates to senior management and client services teams on integration projects they have been assigned.

• Assist in the production of the new business report and other KPIs / management reports as required.

• Working with the Integration team to develop best practices and operating models for integration to enhance the client onboarding experience.

• Ensure integration of legacy businesses in the Group into the central onboarding process.

• Support other European offices when under resourced.

• Assist Heads of Onboarding in rolling out the Group onboarding procedure in all locations and business lines.

• Assist Heads of Onboarding in rolling out other onboarding initiatives as we streamline the process across the Group.

• Provide regular status updates of onboardings and conversions to new clients.

• Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.
   

​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 and strong project management skills.

• Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.

• Fluent English (spoken and written) is a must. Additional language skills are advantageous but not essential.
   

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.