Client Onboarding
2 months ago
Location: Pune, India
Date Posted: May 15, 2023
**Description**
**Senior Associate**
***
**Global Onboarding Support Team**
**Pune - India**Reporting**
- The position reports to AVP - Global Onboarding Support**About Apex**
The Apex Group is a global financial services provider with over 5,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.
Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.
**Job Specification**
- Responsible to work on the Onboarding Orders / Opportunity’s pushed out from the Sales Team on a regular basis and clearing the work queues
- Internal System updates as per New Business Questionary, Client Risk Assessment, Pricing calculator and proposal documents
- Updating and maintaining reports on the assigned Client Support Sales Team as Client Service Manager, Key Apex Contact (CRM’s) across all regions
- Reviewing of pricing and products. Highlighting any pricing exceptions and necessary adjustments are performed where required post approval
- Splitting of orders as per the launch dates and Onboarding Set-up fees
- Effective communication within internal stakeholders on a daily/weekly reporting on completion of orders/query resolutions and updates
- Prepare the FnF templates for Onboarding Set-up fees and raise for the invoice
- Order launches tracking and publishing weekly updates by ensuring all orders are duly updated before they go live as per the due dates
- Support operations on the pilot projects related to automations /UAT testing etc.
- Attending weekly / daily huddles, team calls for the status updates
- Support global changes in Key operating procedures and implementation.
- Coordinating with Internal/External Stake holders such as Reporting Team, Client Service Managers, Opportunity Owners, and Clients.
**Skills Required**:
- Experience working with an investment banking or finance-related firm
- Good knowledge of financial services sector with 5-6 years in Client Onboarding
- Graduate / Masters - Commerce /CA/MBA - Finance/CFA
- Proven client/business focused communication skills
- An ability to think critically and objectively
- Advanced proficiency in Micro-soft excel functions
**What you will get in return**:
- A genuinely unique opportunity to be part of an expanding large global business
- Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly
**Additional information**
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.
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