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

Job Description
POSITION: Strategic Client Onboarding Specialist
DEPARTMENT: Client Onboarding
LOCATION: India

Main Responsibilities:
- Creating,



organizing, managing, and maintaining documentation related to client onboarding processes, procedures and policies
- Assist with creation of process charts and email templates for Client Onboarding
- Create and maintain the content Library for RFP responses for client Onboarding and KYC
- Review and customize RFP responses from the proposal content library
- Collaborate with subject matter experts (SMEs) including onboarding managers, business development, Legal, integration teams to articulate complex facets of products and services.
- Ensure all aspects of the RFPs are completed on time and meet the necessary requirements.
- Provide regular updates to Senior management on the progress
- Support the broader onboarding team as required.
- Report to the Regional Head of Client Onboarding.

Qualifications, Skills and Experience:
- Graduate / Masters – Commerce /CA/MBA – Finance/CFA
- Positive knowle

📌 Client Onboarding Specialist (Pune)
🏢 Apex Group
📍 Pune