Client Onboarding Support - Senior Associate Details

Client Onboarding Support - Senior Associate

Apex Group - Evansville, IN

Employment Type : Full-Time

Department: Fund Admin Services

Summary of Role

The successful candidate will join a recently formed operation within Apex Fund Services to help build and grow out a new loan servicing business. They will work alongside the local Middle Office Manager, helping to onboard systems, define processes and build a global team to service a new product. This is a huge opportunity to join a department at ground level and make it successful.

Main Responsibilities:

• Asset administration: Responsibilities include, but are not limited to performing and coordinating a variety of administrative duties and tasks including
  • Support the onboarding manager throughout the onboarding process;
  • Managing the internal review process across different product and service lines within the fund administration, depository and other product lines;
  • Assisting in the initial drafting and review of client service agreements;
  • Interacting with the Legal Department on template management and control;
  • Assist in Bank account opening process for the
  • Provide day to day 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.
  • Support the wider onboarding team where
  • Will report to the Regional Head of Client onboarding

Qualifications, Skills and Experience:

• An individual with a legal qualification to degree level;
• A minimum of 3 years of experience within the investment funds industry;
• Be comfortable/competent in dealing with fund structures, legal terminology and fund services agreements;
• 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;
• Excellent organisational, communication and interpersonal skills and a truly client servicing mindset;

Role-Specific Competencies/Skills:

• Strong communication and analytical skills
• Strong organisational skills
• Accurate and acute attention to detail
• Adaptability - able to change tasks quickly as business needs dictate
• Uses discretion when dealing with sensitive and confidential information
• Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience
• Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly
• Self-motivated
• Punctuality

Corporate Competencies:

• Initiative
• Responsiveness/Sense of urgency
• Accountability
• Integrity

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 page.

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 and salary’s expectations) to our dedicated email address: makenzie.hart@apexgroup.com

Posting date: 28/07/22
PID: 9788, 9789