Client Implementation Specialist
Client Implementation Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally service locally and provide crossjurisdictional services. With our clients at the heart of everything we do our hardworking team has successfully delivered on an unprecedented growth and transformation journey and we are now represented by over circa 13000 employees across 112 offices career with us should reflect your energy and passion.
Thats 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 well 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 industrychanging realities.
For our business for clients and for you
The roles and responsibilities of the successful candidate are as follows:
1. CLIENT ONBOARDING
Oversee and manage the onboarding process for new clients and the integration of new funds for existing clients.
Collect all necessary client information including business details contact information and relevant documentation.
Review and explain contract terms and conditions to the client ensuring mutual understanding.
Ensure both parties sign the agreement and retain copies for recordkeeping.
Collaborate with internal teams to onboard the client onto the relevant Apex systems.
Coordinate with teams such as legal compliance finance and technical support to ensure all aspects of client readiness are met.
Provide clients with access to platforms tools or software ensuring proper setup and functionality.
Conduct onboarding sessions or provide materials to familiarize clients with products services and processes including relevant training where needed.
Maintain clear communication with clients to address questions or concerns and keep them informed of timelines and updates.
Gather client feedback on the onboarding process to enhance future experiences.
Organize and conduct handover meetings between the client and relevant operations teams.
Build and maintain relationships with clients and internal teams to ensure smooth service delivery.
2. BILLING MANAGEMENT
Collect all necessary information to accurately calculate billing for upcoming invoices.
Submit the billing sheet to the Finance team ensuring each invoice is prepared accurately.
Send invoices to clients promptly.
3. OTHER TASKS
Any adhoc tasks required. Skills set Skills requirement:
A good understanding of various Private Equity Fund structures and the administration of these structures.
Highly organised efficient and professional with excellent administrative and organisational skills.
Sound knowledge and understanding of backoffice systems. Investran eFront and Paxus is beneficial.
Demonstrated ability to work in a pressurised environment.
Have a confident professional and an enthusiastic approach when dealing with clients and intermediaries of the business.
Be familiar with Funds services controls and procedures to ensure compliance and minimise risk.
An ability to constantly challenge and look to improve the daily operation.
Have a confident professional and an enthusiastic approach when dealing with clients and intermediaries of the business.
Have a practical handson approach and the ability to get things done.
Be able to communicate clearly with clients staff and senior management.
Personal characteristics:
A real can do attitude and thrives in an environment of opportunity confidence and hunger for growth.
Sets and achieves very high levels of performance and continually strives for personal improvement in all that they do.
Has the ability to challenge decisions and frameworks but also the ability to accept and implement decisions as instructed from a higher authority and to work within established frameworks to achieve desired results.
Will take accountability for their actions.
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
